NEXT MANAGEMENT ADVISORS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$353M
Discretionary
$353M
100% of AUM
Avg account
$118M
Accounts
3
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
324644
Registered since
November 30, 2023
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 Management Advisors, LLC is a privately owned limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2023 and primarily serves institutional clients. Its advisory role centers on portfolio management for pooled vehicles, and it also functions in sponsor and general partner capacities; the firm is identified as a CPO/CTA and a managing member of pooled investment vehicles. Compensation follows a mix of percentage-of-AUM and performance-based fee structures. Next Management Advisors does not position itself as an ESG investor and is not designated as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • ALAN FREUDENSTEIN

    Portfolio Manager and PartnerCRD 2220630

  • GREGORY GRIMALDI

    Founding PartnerCRD 2777729

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
150 E 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth