NEXT CAPITAL MANAGEMENT LLC
Total AUM
$2.1B
Employees
23Clients
322Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ELEVEN TIMES SQUARE
15TH FLOOR
NEW YORK
NY 10036
United States
15TH FLOOR
NEW YORK
NY 10036
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
212-433-1111
Other Offices
5
Financials
Total AUM
$2.1B
Accounts
2,332Discretionary
$1.6B
Accounts
1,214Non-Discretionary
$530.1M
Accounts
1,118
Clients
Individual Clients
76AUM
$40.9M
HNW Individual Clients
181AUM
$1.7B
Pension/Profit Sharing Plan Clients
1AUM
$2.6M
Charitable Organization Clients
30AUM
$23.2M
Insurance Company Clients
1AUM
$251.8K
Corporation or Business Clients
33AUM
$412M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLILLAMAMDNJNYPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.