Next World Assets LLC
Firm details
- Headquarters
- ,
- CRD number
- 328070
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Next World Assets LLC is an independent limited liability advisory firm registered in North Carolina that focuses on portfolio management across a mix of client types and pooled vehicles. The firm provides discretionary management for individuals and small businesses, manages pooled investment vehicles, and advises businesses or institutional accounts. Compensation is primarily a percentage-of-assets fee with the potential for performance-based fees. The adviser identifies as an active ESG investor and also acts as a sponsor, general partner, or managing member for pooled investment vehicles it oversees.
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
Asset composition
- State & Local Bonds80%
- Cash & Cash Equivalents20%
Owners & executives
2 of 2
Homero Radway
Chief Financial OfficerCRD 4306149
Micah Gilmer
Chief Compliance OfficerCRD 7876926
Contacts
1 of 1Ellen Ward Owen
MemberCRD 7981940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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