Nexgen Investments LLC

Overview

Nexgen Investments LLC is a limited liability company that provides discretionary portfolio management focused on individuals, families and small-business clients, while also working with some institutional accounts. The adviser reports a mixed fee schedule—percentage-of-AUM billing alongside fixed fees and performance-based fees—which suggests it runs both traditional advisory mandates and incentive-linked strategies. Nexgen does not identify as an active ESG investor and is not classified as a multi-state or pension consultant adviser. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives