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.
Company Details
- Employees
- 25
- Founded
- -
- Address
- Eleven Times Square,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- nextcapitalmgmt.com
- Keywords
- New York.
- HQ
- New York, NY
Next Capital Management Llc Questions
Next Capital Management Llc's website is nextcapitalmgmt.com
Next Capital Management Llc's LinkedIn profile is https://www.linkedin.com/company/next-capital-management
Next Capital Management Llc has
25 employees.
View email and phone details for 25
employees at Next Capital Management Llc.
Next Capital Management Llc's industry is
Financial Services
Next Capital Management Llc's top competitors are
Pine Ridge Advisers,
Next Capital Limited,
Next Capital Private Equity,
Wealth Actually Llc,
Morgan Stanley,
Concentus Wealth Advisors,
Rockefeller Capital Management,
Jefferies,
Next Capital,
Pendleton Square Trust Company.
Next Capital Management Llc's categories are Financial Services
Next Capital Management Llc's founding year is 1999
