NXT Capital Investment Advisers, LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.6B
Discretionary
$6.2B
93% of AUM
Avg account
$302M
Accounts
22
Employees
242
Advisory reps
9

Firm details

Headquarters
Chicago, Illinois
CRD number
160569
Registered since
March 14, 2012
Custodians
COMPUTERSHARE TRUST COMPANY, N.A., STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.38%
  • Other19.36%
  • Insurance Companies14.77%
  • Other Investment Advisers9.48%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

NXT Capital Investment Advisers, LLC is an SEC-registered investment manager organized as an LLC and active since 2012. The firm serves institutional clients and operates as a multifaceted fund manager: it manages hedge funds, private equity vehicles and securitized-asset funds while also acting as a sponsor and manager of pooled investment vehicles. Advisory activity is concentrated on portfolio management for pooled investment vehicles and for businesses or institutions. Compensation includes both a percentage-of-AUM fee and performance-based fees, and the firm does not identify as an active ESG investor.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • Robin Mcinerney

    Robin Mcinerney

    Chief Financial OfficerCRD 4082064

  • Brian Franc

    Brian Franc

    Chief Compliance OfficerCRD 2170342

  • Stacia Kopplin

    Stacia Kopplin

    Chief Risk OfficerCRD 7624822

Contacts

3 of 6
  • Hunter Foreman

    Vice President, Leveraged FinanceCRD 5157665

  • John Bozalis

    John Bozalis

    Managing DirectorCRD 2107854

  • Ronald White

    AssociateCRD 6076664

Unlock 3 more contacts

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

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
191 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth