|
⚲
|
| Next Management Advisors LLC
✚
| |
|---|---|
| CRD # | 324644 |
| SEC # | 801-129135 |
| CIK # | |
| AUM | $372.3 MM (2024-08-06) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 917-602-0500 |
| Address | 150 East 52nd Street New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Next Investors II LP | [2024-03-22] | 241.2 | 216.5 |
| PE | Next Investors LLC | [2024-03-22] | 396.3 | 85.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 372.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 372.3 |
| By Discretionary | ||
| Discretionary | 2 | 372.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 372.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.3 | |
| Total | 2 | 372.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Popp | 6 | ||
| Bruce Rosenberg | 6 | ||
| Steven Rappaport | 4 | ||
| Enrique Arzac | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Healthedge Investment Partners LLC
✚
|
FL | 0.4 |
|
Hudson Hill Capital Management LLC
✚
|
NY | 0.4 |
|
BVP Management Company LLC
✚
|
NY | 0.4 |
|
Vanterra Capital LLC
✚
|
NY | 0.4 |
|
3 Boomerang Capital LP
✚
|
CT | 0.4 |
|
Cohere Capital Partners LP
✚
|
MA | 0.4 |
|
Broadoak Asset Management LLC
✚
|
MD | 0.4 |
|
Goanna Capital Management LLC
✚
|
FL | 0.4 |
|
Bruckmann Rosser Sherrill & Co Management LP
✚
|
NY | 0.4 |
|
Hamilton Robinson LLC
✚
|
CT | 0.4 |