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| Next Management Advisors LLC
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|---|---|
| CRD # | 324644 |
| SEC # | 801-129135 |
| CIK # | |
| AUM | 353.1 M (2026-04-21) |
| 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 | AUM |
|---|---|---|---|---|
| PE | Next Investors Fund III LP | [2026-03-26] | ||
| Filed 2025-07-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Next Investors II LP | [2024-03-22] | 241.2 M | 240.2 M |
| Offered $300,000,000 · Filed 2018-05-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $58,845,962 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Next Investors LLC | [2024-03-22] | 396.3 M | 91.5 M |
| Filed 2014-03-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $3,582,121 · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 3 | 353.1 |
| (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 | 3 | 353.1 |
| By Discretionary | ||
| Discretionary | 3 | 353.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 353.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 353.1 | |
| Total | 3 | 353.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Popp | Director | 6 | 4 | |
| Alan Freudenstein | Executive Officer | 14 | 3 | |
| Bruce Rosenberg | Executive Officer | 7 | 2 | |
| Greg Grimaldi | Executive Officer | 5 | 2 | |
| Steven Rappaport | Director | 4 | 2 | |
| Next Associates II LP | Promoter | 1 | 1 | |
| Enrique Arzac | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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