NAVIGATION GROUP LLC
CRD #130982 SEC #801-110408 REDWOOD SHORES, CA 650-595-1700
SEC Registered
Total AUM
$927.5M
Discretionary
$927.5M
Employees
6
Clients
10
Accounts
426
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRANCO, KAREN, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO, KAREN, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO, KAREN, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO, KAREN, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO, KAREN, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO, KAREN, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO, KAREN, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO, KAREN, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMOS, ANITA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMOS, ANITA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMOS, ANITA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMOS, ANITA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALL, JASON, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALL, JASON, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | CO-FOUNDER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| DAVIS, ERIK, SHANNON | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | CO-FOUNDER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
| PANACCIONE, CARLO, ANTHONY | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (5)
CA FL NY OR WA
Address
3 LAGOON DRIVESUITE 110
REDWOOD SHORES, CA 94065
United States
Phone: 650-595-1700