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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

NAVIGATION CAPITAL PARTNERS, INC.

CRD 156906

ATLANTA, GA

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Search this name across graphsid dfx:ria:1a2dc2e0-98b0-a09c-33ce-249f7908a1cf

Data as of Feb 22, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 2
Observed: Mar 14, 2012 to Feb 22, 2023
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Navigation Capital Partners, Inc.

Private equity manager · shared crd

Independent Sponsorsidentity

Navigation Capital Partners, Inc.

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $124MItem 5.F on the latest filing (2023-02-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $124M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $123Mgross asset value as reported per fund; never fund size
Custody, client assets: $124M
SEC number: 801-119907
CRD: 156906
Filings on the tape: 11
First filed: Mar 14, 2012
Latest filed: Feb 22, 2023
Organised: Corporation, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
NAVIGATION CAPITAL PARTNERS II, L.P.	Private Equity Fund	$100M	Feb 16, 2024	3	Mar 14, 2012	reported	021-101545
SPAC OPPORTUNITY PARTNERS, LLC	Other Private Fund	$55.8M	Apr 27, 2021	35	Nov 2, 2020	dropped	021-1822942
SPAC OPPORTUNITY FUND I, LP	Other Private Fund	$22.9M	Feb 16, 2024	70	Mar 29, 2022	reported	n/a
NAVIGATION CAPITAL PARTNERS I, L.P.	Private Equity Fund	$3.5M	Mar 8, 2018	5	Mar 14, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Mays, Darrell, Joseph	MANAGING PARTNER	C	yes	04/2021	Apr 22, 2021	Feb 22, 2023
MOCK, LAWRENCE, E.	MANAGING PARTNER	C	yes	02/2007	Mar 14, 2012	Feb 22, 2023
PANTON, DAVID, KEITH	MANAGING PARTNER	C	yes	04/2021	Apr 22, 2021	Feb 22, 2023
WILLIS, ROBERT, EUGENE	MANAGING PARTNER	C	yes	04/2021	Apr 22, 2021	Feb 22, 2023
Coombs, Ronald, James	CHIEF COMPLIANCE OFFICER	Na	no	06/2020	Nov 2, 2020	Feb 22, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Feb 22, 2023	$124M	$124M	7	6	1	2	$123M
2021	Mar 29, 2022	$254M	$254M	13	11	1	2	$254M
2020	Mar 24, 2021	$275M	$275M	17	8	1	2	$242M
2015	Mar 28, 2016	$190M	$190M	5	4	n/a	2	$190M
2014	Mar 30, 2015	$217M	$217M	5	4	n/a	2	$217M
2013	Mar 27, 2014	$265M	$265M	8	7	n/a	2	$265M
2012	Mar 25, 2013	$238M	$238M	10	9	n/a	2	$238M
2011	Mar 14, 2012	$231M	$231M	n/a	n/a	n/a	2	$231M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$124M	$254M	-51.3%	n/a	n/a	7	13	1	1

Relationships

Advises (4)

→ SPAC OPPORTUNITY FUND I, LPPrivate fundOther Private Fund, ERA
Mar 29, 2022 to presentfactForm ADV
→ NAVIGATION CAPITAL PARTNERS II, L.P.Private fundPrivate Equity Fund, ERA
Mar 14, 2012 to presentfactForm ADV
→ SPAC OPPORTUNITY PARTNERS, LLCPrivate fundOther Private Fund, IA, no longer reported
Nov 2, 2020 to Apr 27, 2021factForm ADV
→ NAVIGATION CAPITAL PARTNERS I, L.P.Private fundPrivate Equity Fund, ERA, no longer reported
Mar 14, 2012 to Mar 8, 2018factForm ADV

Controls (4)

← PANTON, DAVID, KEITHOwnerMANAGING PARTNER, ownership code C, individual
Apr 22, 2021 to presentfactForm ADV
← MOCK, LAWRENCE, E.OwnerMANAGING PARTNER, ownership code C, individual
Mar 14, 2012 to presentfactForm ADV
← WILLIS, ROBERT, EUGENEOwnerMANAGING PARTNER, ownership code C, individual
Apr 22, 2021 to presentfactForm ADV
← Mays, Darrell, JosephOwnerMANAGING PARTNER, ownership code C, individual
Apr 22, 2021 to presentfactForm ADV

Owns (1)

← Coombs, Ronald, JamesOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 2, 2020 to presentfactForm ADV

Dated events

Occurred
Feb 22, 2023
Regulatory AUM changed
Navigation Capital Partners, Inc. reported RAUM $123.7M, down 51% from $254.1M (2022-03-29 to 2023-02-22)
Form ADVobserved 4 days ago
$-130M
Occurred
Apr 22, 2021
Control person joined
Keith David Panton (Managing Partner) appeared on Schedule A of Navigation Capital Partners, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 22, 2021
Control person joined
Eugene Robert Willis (Managing Partner) appeared on Schedule A of Navigation Capital Partners, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 22, 2021
Control person joined
Joseph Darrell Mays (Managing Partner) appeared on Schedule A of Navigation Capital Partners, Inc.
Form ADVobserved 4 days ago
Occurred
Nov 2, 2020
First Form ADV filing
Navigation Capital Partners, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
Nov 2, 2020
Control person left
Sterling John Richardson (Manager) no longer on Schedule A of Navigation Capital Partners, Inc. (listed 2016-03-28, absent 2020-11-02)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a2dc2e0-98b0-a09c-33ce-249f7908a1cf
First observed: Mar 14, 2012
Last observed: Feb 22, 2023 43 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NAVIGATION CAPITAL PARTNERS, INC.

CRD 156906

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a2dc2e0-98b0-a09c-33ce-249f7908a1cf

Data as of Feb 22, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NAVIGATION CAPITAL PARTNERS II, L.P.

Private Equity Fund

$100M

Feb 16, 2024

Mar 14, 2012

reported

021-101545

SPAC OPPORTUNITY PARTNERS, LLC

Other Private Fund

$55.8M

Apr 27, 2021

Nov 2, 2020

dropped

021-1822942

SPAC OPPORTUNITY FUND I, LP

Other Private Fund

$22.9M

Feb 16, 2024

Mar 29, 2022

reported

n/a

NAVIGATION CAPITAL PARTNERS I, L.P.

Private Equity Fund

$3.5M

Mar 8, 2018

Mar 14, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Mays, Darrell, Joseph

MANAGING PARTNER

yes

04/2021

Apr 22, 2021

Feb 22, 2023

MOCK, LAWRENCE, E.

MANAGING PARTNER

yes

02/2007

Mar 14, 2012

Feb 22, 2023

PANTON, DAVID, KEITH

MANAGING PARTNER

yes

04/2021

Apr 22, 2021

Feb 22, 2023

WILLIS, ROBERT, EUGENE

MANAGING PARTNER

yes

04/2021

Apr 22, 2021

Feb 22, 2023

Coombs, Ronald, James

CHIEF COMPLIANCE OFFICER

06/2020

Nov 2, 2020

Feb 22, 2023

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 22, 2023

$124M

$123M

2021

Mar 29, 2022

$254M

2020

Mar 24, 2021

$275M

$242M

2015

Mar 28, 2016

$190M

n/a

$190M

2014

Mar 30, 2015

$217M

n/a

$217M

2013

Mar 27, 2014

$265M

n/a

$265M

2012

Mar 25, 2013

$238M

n/a

$238M

2011

Mar 14, 2012

$231M

n/a

$231M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$124M

$254M

-51.3%

n/a