NEXPHASE CAPITAL, LP

RIASEC RegisteredEst. 2015
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$134M
Accounts
16
Employees
31
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
281893
Registered since
November 19, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Nexphase Capital, LP is a limited partnership that operates as a private equity fund manager and sponsor of pooled investment vehicles. The firm has been SEC-registered since 2015 and serves institutional clients, providing portfolio management for pooled vehicles while acting as sponsor, general partner and managing member for the funds it runs. Its compensation model combines a percentage-of-AUM fee with performance-based fees. Nexphase identifies as an active ESG investor and is organized as a domestic entity/individual owner structure; it does not position itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ANDREW GOLDFARB

    Chief Financial OfficerCRD 4066275

Contacts

3 of 6
  • EDWARD YUN

    Managing PartnerCRD 1843868

  • KURT LARSEN

    Founding PartnerCRD 1725209

  • ANDREW KIEFFER

    PartnerCRD 2938077

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
600 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth