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Building 2NEXT LEGACY MANAGEMENT, LLC

Map pinPORTOLA VALLEY, CA
Phone650-324-5980
NotebookSEC #801-73561
Total AUM
$4.4B
Employees
26
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 ALPINE RD
PORTOLA VALLEY
CA 94028-7520
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
650-324-5980
Other Offices
1

ReceiptFinancials

Total AUM
$4.4B
Accounts
47
Discretionary
$4.4B
Accounts
47
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
47
AUM
$4.4B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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