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Navigoe, LLC

● SEC registered since 2013CRD 168716SEC# 801-78471Redondo Beach, CA
Export (members)
Reg. AUM
$407.8M
Employees
3
Accounts
587
Location
Redondo Beach, CA

Navigoe, LLC assets under management

Navigoe, LLC is an SEC-registered investment adviser based in Redondo Beach, CA. The firm has been registered since 2013. It reports $407.8 million in regulatory assets under management and employs 3 people.

Navigoe, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric Seiji ToyaChief Compliance OfficerUnder 5%2013
Leonard Family Trust ControlOwnerOver 75%2013
Scott Alan Leonard ControlPresidentUnder 5%2013

Frequently asked questions

How much does Navigoe, LLC manage?

Navigoe, LLC reports $407.8 million in regulatory assets under management on its Form ADV.

How many employees does Navigoe, LLC have?

Navigoe, LLC reports 3 employees.

Where is Navigoe, LLC located?

Navigoe, LLC is based in Redondo Beach, CA and has been SEC-registered since 2013.

Does Navigoe, LLC disclose fund performance?

Navigoe, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address417 Beryl Street, Redondo Beach, CA 90277
Phone888-596-4636
Fax310-861-1755
Office hours9a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$407.8M▲ 19%
Mar '25 — $341.8MApr '25 — $341.8MMay '25 — $341.8MJun '25 — $341.8MJul '25 — $341.8MAug '25 — $341.8MSep '25 — $341.8MOct '25 — $341.8MNov '25 — $341.8MDec '25 — $341.8MJan '26 — $341.8MFeb '26 — $341.8MMar '26 — $407.8MApr '26 — $407.8MMay '26 — $407.8MJun '26 — $407.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$407.8Mregulatory AUM
Discretionary $407.8M