Navellier & Associates Inc

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Navellier & Associates Inc
CRD #107568
SEC #801-30582
CIK #0000872163
AUM 1,101.9 M (2026-05-11)
Employees 21 (10% Investors, 0% Brokers)
Fees
Minimum
Phone775-785-2300
AddressOne E Liberty, Suite 504
Reno, NV 89501-2107
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
5.04.03.02.01.00.01999200820172027
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.1
Palantir Technologies Inc 0.0
Global MOFY Metaverse Ltd 0.0
Emcor Group Inc 0.0
Comfort Systems USA Inc 0.0
Quanta Services Inc 0.0
Lilly Eli & Co 0.0
Alphabet Inc 0.0
GS Acquisition Holdings Corp 0.0
Carpenter Technology Corp 0.0
View All
Holdings by Sector ($B)
7.56.04.53.01.50.02012201720222027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 37 0.0
(b) Individuals (high net worth individuals) 1,205 1.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 18 0.0
(n) Other 1 0.0
Total 1,261 1.1
By Discretionary
Discretionary 1,260 1.1
Non-Discretionary 1 0.0
Total 1,261 1.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.1
Total 1,261 1.1
EDGAR Form CIK 2011 - 2026
13F-HR [0000872163]
Firm Profile (Form ADV)
Discretionary AUM$2.3B
ServesInstitutional, Retail, Research
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