← Back to searchVisit website
NEXT LEGACY MANAGEMENT, LLC
CRD 156640 · SEC 801-73561
3000 ALPINE RD, PORTOLA VALLEY, CA, 94028-7520, United States
Phone
650-324-5980
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.41B
Discretionary AUM
$4.41B
Team
26 total employees; 11 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 47 | $4.41B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD