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 organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm serves both individual/family and institutional clients and operates with a mix of fee arrangements — percentage-of-assets, fixed fees, and performance-based fees. Nexgen does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
1 of 1Jesica Michelle Murature Stordiau
Chief Compliance OfficerCRD 5785069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations