NEXT HORIZON CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
321649
Registered since
May 31, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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