Nextgen Emp
Firm details
- Headquarters
- ,
- CRD number
- 333721
- Registered since
- November 27, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Nextgen Emp is a corporate, SEC-registered institutional registered investment adviser that reports serving institutional clients through a percentage-of-AUM fee model. The firm is owned by an individual and lists portfolio management for investment companies as its primary advisory activity. It does not identify as an active ESG investor, is not a capital allocator, and is not registered as a multi-state or related adviser. Industry affiliation is recorded as "Other Investment Adviser."
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
3 of 3
Robert Coakley
Chief Operations OfficerCRD 1468641
Anthony Diplacido
Chief Marketing OfficerCRD 2016906
Wayne Penello
Founder & Chief Exceutive OfficerCRD 1006155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations