Next Century Growth Investors LLC

RIASEC RegisteredEst. 1998

Total AUM

$1.5B

Discretionary

$1.5B

96% of AUM

Avg account

$41.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Plymouth, Minnesota
CRD number: 108978
Registered since: November 23, 1998
Website: www.ncgrowth.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans57%
State / Municipal Government27.72%
Other Investment Advisers4.21%
Pooled Investment Vehicles3.78%
Other3.4%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Next Century Growth Investors LLC is an SEC-registered investment adviser organized as an LLC and operating since 1998. The firm manages portfolios for both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management. Its advisory mandate covers separately managed accounts, pooled vehicles and investment companies, and it provides portfolio management for businesses and small institutions. The firm reports that it is an active ESG investor, and its stated preference is equity-oriented investing rather than fixed income or cash management.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Exchange Traded Equities100%

Owners & executives

2 of 2

Thomas Press
Chairman, Chief Executive Officer, Portfolio Manager, PartnerCRD 1358831
Kelly Mcnulty
Vice President, Chief Compliance Officer, Chief Financial OfficerCRD 2310239