Next Capital Management LLC
● SEC registered since 1999CRD 110793SEC# 801-56281New York, NY
Reg. AUM
$2.14B
Employees
23
Accounts
2,332
Location
New York, NY
Next Capital Management LLC assets under management
Next Capital Management LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1999. It reports $2.1 billion in regulatory assets under management and employs 23 people.
Next Capital Management LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ach Minority Interest Inc. | Owner | Under 5% | 2022 |
| Andrew Craig Hart Control | Chief Compliance Officer And Chief Executive Officer | Under 5% | 2022 |
| Catherine Anne Sanford Control | Chief Operating Officer | Under 5% | 2019 |
| Next Capital Holdings, LLC Control | Owner | Over 75% | 2022 |
| Ryan William Davis Control | Chief Investment Officer And President | Under 5% | 2019 |
| Andrew Craig Hart Control | Sole Owner | Over 75% | 2022 |
| Andrew Craig Hart Control | Manager And Beneficial Owner | 25-50% | 2022 |
| Christiana Bank & Trust | Trustee | — | 2012 |
| The Ach Family Trust Control | Member | 25-50% | 2022 |
Frequently asked questions
How much does Next Capital Management LLC manage?
Next Capital Management LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Next Capital Management LLC have?
Next Capital Management LLC reports 23 employees.
Where is Next Capital Management LLC located?
Next Capital Management LLC is based in New York, NY and has been SEC-registered since 1999.
Does Next Capital Management LLC disclose fund performance?
Next Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Eleven Times Square, 15th Floor, New York, NY 10036 |
| Phone | 212-433-1111 |
| Fax | 917-970-8424 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.14B▲ 20%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
EmployeesTop 22%
More than 78% of 16,824 advisers
Assets under management
$2.14Bregulatory AUM
Discretionary $1.61BNon-discretionary $530.1M