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NEXT CAPITAL MANAGEMENT LLC
CRD 110793 · SEC 801-56281
ELEVEN TIMES SQUARE, 15TH FLOOR, NEW YORK, NY, 10036, United States
Phone
212-433-1111
Fax
917-970-8424
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.14B
Discretionary AUM
$1.61B
Team
23 total employees; 9 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $40.9M |
| High net worth individuals | 181 | $1.66B |
| Charitable organizations | 30 | $23.2M |
| Corporations/business entities | 33 | $412.0M |
States served
AZ, CA, CO, DE, IL, LA, MD, MA, NJ, NY, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD