NEXGEN INVESTMENTS LLC
CRD 322604
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$44.9M
Discretionary AUM
$44.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $16.0M |
| High net worth individuals | 5 | $7.0M |
| Corporations/business entities | 11 | $21.8M |
All web addresses on file
Official SEC filing: View on IAPD