|
⚲
|
| NexPhase Capital LP
✚
|
|
|---|---|
| CRD # | 281893 |
| SEC # | 801-106904 |
| CIK # | |
| AUM | $2.1 B (2026-03-27) |
| Employees | 31 (84% Investors, 0% Brokers) |
| Phone | 212-878-6000 |
| Address | 600 Lexington Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | NexPhase Capital Fund V-A LP | [2023-03-30] | 650.5 | 232.2 |
| PE | NexPhase Capital Fund V-B LP | [2023-03-30] | 650.5 | 69.4 |
| PE | NexPhase Capital Fund V LP | [2023-03-30] | 650.5 | 487.8 |
| PE | NexPhase Capital Fund IV-A LP | [2020-03-30] | 319.4 | 322.2 |
| PE | NexPhase Capital Fund IV-B LP | [2020-03-30] | 319.4 | 89.7 |
| PE | NexPhase Capital Fund IV LP | [2020-03-30] | 319.4 | 583.2 |
| PE | NexPhase Capital Fund III-A LP | [2016-03-17] | 310.4 | 78.0 |
| PE | NexPhase Capital Fund III-B LP | [2016-03-17] | 310.4 | 16.3 |
| PE | NexPhase Capital Fund III LP | [2016-03-17] | 310.4 | 114.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 2.1 |
| By Discretionary | ||
| Discretionary | 16 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 16 | 2.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kurt Larsen | 38 | 3 | ||
| Ted Yun | 12 | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ascend Capital Partners Manager LP
✚
|
NY | 2.2 |
|
Resurgens Technology Advisors LP
✚
|
GA | 2.2 |
|
Shanghai Fosun Chuangfu Equity Investment Management Company
✚
|
2.2 | |
|
OMNI Bridgeway Management USA LLC
✚
|
NY | 2.1 |
|
Tiverton Advisors LLC
✚
|
NC | 2.1 |
|
Tower Arch Capital LP
✚
|
UT | 2.1 |
|
Enlightenment Capital LLC
✚
|
MD | 2.1 |
|
Westview Capital Management LLC
✚
|
MA | 2.1 |
|
Greylion Partners LP
✚
|
NY | 2.1 |
|
Gerchen Capital Management LLC
✚
|
IL | 2.1 |