A complete list of active advisors currently associated with Navesink Advisors LLC
Warmer can help you find a great advisor at Navesink Advisors LLC or one who fits your needs even better.
Navesink Advisors LLC provides investment advisory and portfolio management services primarily to individual clients. Its Form ADV notes the firm uses a percentage-of-assets-under-management billing arrangement and currently reports a very small client base (one client) with total regulatory AUM of roughly $400,000. The firm manages most assets on a primarily non‑discretionary basis, meaning it typically makes recommendations while clients retain final trading authority. Its public filing also reflects the common supported‑firm focus on portfolio management for individual (non‑high‑net‑worth) clients rather than institutional or HNW segments. What is distinctive in its Form ADV is the firm’s legal industry connection and adviser network: the filing indicates an affiliation with a law firm and with other investment advisers, a combination that is uncommon among peers. Together with its predominantly non‑discretionary accounts and unusually small client roster, those affiliations create an operating profile that differs from typical supported firms.
To learn more about the advisors currently working at Navesink Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lincroft, NJ
| 36
| |
Lincroft, NJ
| 17
|
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