Next Capital Management LLC

Next Capital Management LLC

Financial Services Eleven Times Square 25 employees
Employees
25
Contacts
2
Emails
2
Phones
2

Next Capital Management LLC Overview

Headquarters
Eleven Times Square
Industry
Financial Services
Employees
25
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Next Capital Management LLC

Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart. It provides a unique structure; combining the best in investment consulting with advisory services. We Provide: • Personalized fee based advice, including the unbiased selection of and portfolio allocations among unaffiliated third party investment managers • Ongoing review and reallocation, as appropriate, to ensure efficient portfolio performance in conjunction with a personalized strategic asset allocation • Discretionary asset management as well as more enhanced tactical asset allocations The benefit of a Family Office without the cost or administrative burden. Our clients’ accounts are regularly monitored and they receive quarterly reports detailing all holdings and individual manager performance across multiple custodians, limited partnerships and other diversified portfolio holdings.

Next Capital Management LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Next Capital Management LLC Org Chart

Sample employees and titles
Name Title Contact
Frazer Rice Director of Next Vantage (Family Office Services at Next Capital Management)
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Andrew Hart CEO, Next Capital Management
Email Phone
Ted Smith, Caia Wealth Advisor at Next Capital Management
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Andrew Putterman CEO - Entrepreneur - Investor - Advisor
Email Phone

Employees by Management Level

Individual contributor 8 profiles
Executive 3 profiles
Director 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 1
Executive 2 2 1
Sales 2 2 0
Finance 1 1 0

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