RIA Intel›Advisers›New York›NEXT CAPITAL MANAGEMENT LLC

NEXT CAPITAL MANAGEMENT LLC

Advisory

N·NEW YORK, NY

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+24.3%

3-Year CAGR

+13.2%

Employees

9

Assets Under Management

Total AUM$2.1B

Discretionary AUM$1.6B

Non-Discretionary AUM$530M

Discretionary %75.2%

Total Clients327

Team

Total Employees9

Investment Advisers23

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record108

First FilingApr 30, 2001

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 108 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEXT CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.