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
- Website
- nextcapitalmgmt.com
- Industry
- Financial Services
- Employees
- 25
- Founded
- 1999
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Frazer Rice | Director of Next Vantage (Family Office Services at Next Capital Management) |
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| Andrew Hart | CEO, Next Capital Management | New York, United States |
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Phone
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| Ted Smith, Caia | Wealth Advisor at Next Capital Management |
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| Andrew Putterman | CEO - Entrepreneur - Investor - Advisor | Denver, Colorado, United States |
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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 | Phone | |
|---|---|---|---|
| General | 4 | 4 | 1 |
| Executive | 2 | 2 | 1 |
| Sales | 2 | 2 | 0 |
| Finance | 1 | 1 | 0 |
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