MP NEXT CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$591M
Discretionary
$591M
100% of AUM
Avg account
$45.4M
Accounts
13
Employees
13
Advisory reps
4

Firm details

Headquarters
VILLANOVA, Pennsylvania
CRD number
159904
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MP Next Capital is a private equity–focused adviser that manages pooled investment vehicles for institutional clients. The firm functions primarily as an adviser and sponsor for private equity funds, acting in capacities that include general partner and managing member for those pooled vehicles. Its compensation model combines a percentage-of-AUM fee with performance-based fees, aligning economic incentives with fund performance. MP Next Capital does not position itself as an active ESG investor and operates under an institutional client mandate rather than a retail or wealth-management model. The adviser has been SEC-registered since 2012.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Emily Cooney

    Chief Financial OfficerCRD 7990212

Contacts

3 of 3
  • JAMES BILLMYER

    PartnerCRD 7893243

  • WILLIAM WARREN

    PartnerCRD 2179348

  • JOHN SHOEMAKER

    PartnerCRD 1757409

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

VILLANOVA, PA

DELAWARE

Location

VILLANOVA, PA

Headquartered in VILLANOVA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
797 E Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth