Next Horizon Capital

RIASEC RegisteredEst. 2026
Total AUM
$506M
Discretionary
$506M
100% of AUM
Avg account
$126M
Accounts
4
Employees
7
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mathew Lori

    Mathew Lori

    CEO and Managing PartnerCRD 7929723

Contacts

1 of 1
  • Nicholas Cafferillo

    Nicholas Cafferillo

    Managing PartnerCRD 7929727

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth