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| Happy Holidays!! thanks for using AUM13F!! |
| Next Management Advisors LLC
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| CRD # | 324644 |
| SEC # | 801-129135 |
| CIK # | |
| AUM | $345.4 M (2025-06-03) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 917-602-0500 |
| Address | 150 East 52nd Street New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Next Investors II LP | [2024-03-22] | 241.2 | 235.8 |
| PE | Next Investors LLC | [2024-03-22] | 396.3 | 109.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 2 | 345.4 |
| (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 | 2 | 345.4 |
| By Discretionary | ||
| Discretionary | 2 | 345.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 345.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.4 | |
| Total | 2 | 345.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Popp | 6 | ||
| Alan Freudenstein | 12 | ||
| Bruce Rosenberg | 6 | ||
| Steven Rappaport | 4 | ||
| Greg Grimaldi | 3 | ||
| Next Associates II LP | 1 | ||
| Enrique Arzac | 1 |
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