Nexgen Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 322604
- Website
- www.nexgen-investments.com
- Custodians
- CHARLES SCHWAB & CO., INC., CITI PRIVATE BANK
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses48.71%
- Individuals35.72%
- HNWI15.58%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nexgen Investments LLC is an independent registered investment adviser operating as a limited liability company. The firm serves both individual/family and institutional clients, with a stated advisory focus on portfolio management for individuals and small businesses. Ownership is split between a domestic entity and an individual owner. Fee arrangements include asset-based fees, fixed-fee engagements, and performance-based structures. Nexgen does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not characterized as a capital allocator or pension consultant in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- US Government Bonds30%
- Non-Exchange Traded Equities11%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds10%
Contacts
1 of 1Jesica Michelle Murature Stordiau
Investment AdvisorCRD 5785069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations