Next Horizon Capital
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 321649
- Registered since
- July 23, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Next Horizon Capital is organized as a limited partnership that manages private equity vehicles for institutional investors. The firm’s principal activity is portfolio management of pooled investment vehicles and it serves as sponsor/GP and managing member of those funds, rather than operating primarily as an external allocator. Institutional clients pay a combination of asset‑based fees and performance fees. Next Horizon Capital is not positioned as an ESG activist investor, is not a multi‑state adviser, and does not act as a pension consultant or related adviser. The firm lists its SEC registration year as 2026 and ownership as a mix of a domestic entity and an individual.
Assets & Accounts
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
Owners & executives
1 of 1
Mathew Lori
CEO and Managing PartnerCRD 7929723
Contacts
1 of 1
Nicholas Cafferillo
Managing PartnerCRD 7929727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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