NEXT CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1999
Total AUM
$2.1B
Discretionary
$1.6B
75% of AUM
Avg account
$916K
Accounts
2,332
Employees
23
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
110793
Registered since
March 24, 1999
Website
nextcapitalmgmt.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.57%
  • Corporations / Businesses19.29%
  • Individuals1.92%
  • Charitable Organizations1.09%
  • Pension & Profit Sharing Plans0.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Next Capital Management LLC is an independent registered investment adviser and capital allocator that works with both individual/family clients and institutions. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Its fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. Next Capital also identifies as an active ESG investor, and it uses third-party managers as part of its implementation toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 23%, Private Funds 14%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities23%
  • Private Funds14%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

3 of 3

  • RYAN DAVIS

    Chief Investment OfficerCRD 6054044

  • ANDREW HART

    Founder & CEOCRD 1592375

  • CATHERINE SANFORD

    Chief Operating OfficerCRD 4405026

Contacts

3 of 8

  • Teresa Armel

    Wealth AdvisorCRD 7229554

  • Christopher Ofsthun

    Wealth AdvisorCRD 7306824

  • Danielle Udland

    Wealth AdvisorCRD 6987304

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 70

Active vs passive

$209M in ETFs

Passive

96%

$200M

Active

2%

$9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$46.1M70,59922.10%
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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
Sq Th
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth