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Building 2NEXT CAPITAL MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-433-1111
NotebookSEC #801-56281
Total AUM
$2.1B
Employees
23
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ELEVEN TIMES SQUARE
15TH FLOOR
NEW YORK
NY 10036
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
212-433-1111
Other Offices
5

ReceiptFinancials

Total AUM
$2.1B
Accounts
2,332
Discretionary
$1.6B
Accounts
1,214
Non-Discretionary
$530.1M
Accounts
1,118

ContactClients

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Individual Clients
76
AUM
$40.9M
HNW Individual Clients
181
AUM
$1.7B
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
30
AUM
$23.2M
Insurance Company Clients
1
AUM
$251.8K
Corporation or Business Clients
33
AUM
$412M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLILLAMAMDNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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