NEXTEQUITY PARTNERS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
282347

Firm profile

FINTRX

Overview

Nextequity Partners is a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s public profile shows a focus on running private funds rather than serving retail advisory clients: it acts as the managing member and GP for pooled vehicles and its listed fund activity centers on venture capital. Nextequity Partners is organized as a domestic entity with individual ownership and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Investment activity is concentrated in private-market equity through venture capital vehicles. The firm’s role as sponsor and GP implies responsibilities across fund formation, capital raising from owners/limited partners and portfolio company selection and oversight. No broker-dealer or public securities advisory activity is indicated in the available data.

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

Contacts

3 of 4
  • FRED ANDERSON

    Managing DirectorCRD 2570709

  • AVADIS TEVANIAN

    Co-Founder and Managing DirectorCRD 6597535

  • ADAM HOPKINS

    Co-Founder and Managing DirectorCRD 3250106

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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 MATEO
Address
325 Sharon Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth