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Brevet Capital Management, LLC

Brevet Capital and Navis announce EB-5 investor-support partnership

October 7, 2026 press release Manager profile

Summary: A Business Wire-distributed press release, available through Morningstar, National Law Review, and FinancialContent, says Brevet Capital announced a partnership with Navis Wealth Advisors to give Brevet EB-5 investors access to Navis's American Onboarding Process. The release says participation in the process is optional and has no bearing on investment decisions or investment terms.

Why it matters: For due-diligence readers, the item is a platform/service signal around Brevet's EB-5 investor-support model, not independent validation of immigration, tax, estate-planning, project, loan-performance, or investment outcomes.

9AT filing context: Public adviser/profile context can identify Brevet Capital Management, LLC as CRD 151672 and SEC file 801-74493, with about $2.6B in ADV-reported profile scale. Use only as entity context for a narrow platform/service-partnership item.

Summary

A Business Wire-distributed press release says Brevet Capital announced a partnership with Navis Wealth Advisors, LLC. The release says the partnership gives Brevet EB-5 investors and their families access to Navis’s American Onboarding Process, a framework for navigating U.S. financial-system topics as families relocate to the United States.

The same release states that participation in the American Onboarding Process is optional and has no bearing on an investor’s decision to invest, or on the terms of any investment, in Wharton Piers or any other Brevet-sponsored offering. This draft treats the item as a narrow platform/service update, not as independent reporting or an endorsement of the underlying offerings.

Why it matters

For due-diligence readers, the useful signal is that Brevet is publicly describing ancillary support around its EB-5 investor platform. That can be relevant when reviewing a manager’s investor-service model, partner ecosystem, and how it communicates around specialized investment programs.

The release does not establish immigration outcomes, investor suitability, fiduciary quality, tax or estate-planning advice quality, project quality, loan performance, or investment merit. Those claims should not be inferred from the partnership announcement.

Source notes

9AT filing context

Public adviser/profile context can identify Brevet Capital Management, LLC as CRD 151672 and SEC file 801-74493. The analyst handoff reports about $2.6 billion in ADV-reported profile scale.

That context is suitable only for entity identity and background. It does not validate EB-5 project quality, loan performance, immigration outcomes, investor suitability, tax or estate-planning guidance, investment terms, or return expectations. No 13F or Form 5500 context was recommended for this item.

What to watch

Watch for later Brevet, Navis, or Business Wire updates that clarify the scope of the American Onboarding Process, whether the partnership expands beyond the initial EB-5 investor base, and whether any public filings or source-party materials provide additional detail on Brevet-sponsored projects without changing the optional/no-bearing-on-investment-decisions caveat.

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