Private fund adviser · Rosslyn, VA
Navimed Capital Advisors, LLC
SEC-registered investment adviser · CRD 169508 · SEC 801-119184
At a glance
Navimed Capital Advisors, LLC is an SEC-registered investment adviser based in Rosslyn, Virginia, with $905 million in regulatory assets under management as of its Form ADV filed April 27, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,412th of 4,686 private fund advisers and 5,689th of 17,210 SEC-registered advisers by assets.
Main office 202-817-2850navimed.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $905M
- Rank among private fund advisers
- #2,412 of 4,686
- Rank among all SEC RIAs
- #5,689 of 17,210
- Rank in Virginia
- #88 of 300
- Clients
- 4
- Accounts
- 4
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Ryan M. SchwarzManaging Member, Managing Director, and Member of the Investment Committee
- Brian T. CanannManaging Member, Managing Director, and Member of the Investment Committee
- Bijan SalehizadehManaging Member, Managing Director, and Member of the Investment Committee
- Brian T. CanannChief Financial Officer
- Ryan S. RossManaging Director and Member of the Investment Committee
- Ryan M. SchwarzChief Compliance Officer
Custody and brokerage
Custodian
Navimed Capital Advisors, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 4 | $905M | 100% |
Private funds
Navimed Capital Advisors, LLC reports 4 private funds with $905M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Navimed Capital Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗navimed.com ↗
AtlasMembers
The full record on Navimed Capital Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 2,189 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Navimed Capital Advisors, LLC manage?
Navimed Capital Advisors, LLC reports $905 million in regulatory assets under management across 4 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 27, 2026.
What kind of firm is Navimed Capital Advisors, LLC?
Navimed Capital Advisors, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Navimed Capital Advisors, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($905 million, 4 clients).
Does Navimed Capital Advisors, LLC manage private funds?
Yes. It reports 4 private funds with $905 million in gross assets, including private equity funds.
Does Navimed Capital Advisors, LLC have any disciplinary history?
Navimed Capital Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Navimed Capital Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →