NEXT HORIZON CAPITAL
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 321649
- Registered since
- May 31, 2024
Firm profile
FINTRXOverview
Next Horizon Capital is organized as a limited partnership and registered with the SEC in 2024. The firm identifies as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than operating as a traditional advisory platform that manages individual client accounts. Ownership is listed as a mix of a domestic entity and individual ownership. The firm does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not classified as a capital allocator.
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 1MATHEW LORI
CEO and Managing PartnerCRD 7929723
Contacts
1 of 1NICHOLAS 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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