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Building 2MP NEXT CAPITAL

Map pinVILLANOVA, PA
Phone610-526-2700
NotebookSEC #801-73644
Total AUM
$590.7M
Employees
13
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
797 EAST LANCASTER AVE, SUITE 200
VILLANOVA
PA 19085
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-526-2700

ReceiptFinancials

Total AUM
$590.7M
Accounts
13
Discretionary
$590.7M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
13
AUM
$590.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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