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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Naviquant Capital Management LLC
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| CRD # | 325236 |
| SEC # | 801-127544 |
| CIK # | |
| AUM | $173.6 M (2025-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 503-476-7811 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 15.8 |
| (b) Individuals (high net worth individuals) | 0 | 1.0 |
| (c) Banking or thrift institutions | 0 | 16.4 |
| (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 | 13 | 140.3 |
| (n) Other | 0 | 0.0 |
| Total | 192 | 173.6 |
| By Discretionary | ||
| Discretionary | 192 | 173.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 192 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 192 | 173.6 |
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|
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|
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|
CapStar Financial Services LLC
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TX | 0.2 |
|
Jamison Hanson Advisors LLC
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|
OR | 0.2 |