RIA Intel›Advisers›New York›NEXT LEVEL PRIVATE LLC

NEXT LEVEL PRIVATE LLC

Advisory

N·HARRISON, NY

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+30.1%

3-Year CAGR

+15.8%

Employees

10

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.2B

Non-Discretionary AUM$125M

Discretionary %90.8%

Total Clients691

Team

Total Employees10

Investment Advisers16

Employee Growth (1Y)-12.5%

Filing History

Total Filings on Record23

First FilingJul 20, 2021

Latest FilingJul 23, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 5+ 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 LEVEL PRIVATE LLC

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