NEXTGEN GROWTH PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$294M
Discretionary
$294M
100% of AUM
Avg account
$36.7M
Accounts
8
Employees
15
Advisory reps
1

Firm details

Headquarters
CHICAGO, Illinois
CRD number
285024
Registered since
April 29, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Nextgen Growth Partners, LLC is structured as a limited liability company that operates primarily as a private equity manager serving institutional clients. The firm is SEC-registered (2022) and is owned by an individual. Its advisory work centers on portfolio management for pooled investment vehicles; it also functions as sponsor, general partner, and managing member of those pooled vehicles rather than acting as a standalone capital allocator. Fee arrangements are mixed — the firm uses asset-based fees alongside fixed fees, performance-based fees and other fee arrangements. The firm is not identified as an active ESG investor and is not flagged as a multi-state or related adviser in the source data.

Assets & Accounts

Investments & Alternatives

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
  • Richard Herrick

    Chief Financial Officer & Chief Compliance OfficerCRD 7526413

Wealth teams

FINTRX

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
320 S Canal St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth