NEXTGEN GROWTH PARTNERS, LLC
Adviser information for NEXTGEN GROWTH PARTNERS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $234.7M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $234.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $234.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesPORTFOLIO COMPANY MANAGEMENT FEE |
Principal Office
656 W RANDOLPH STREETSUITE 4W
CHICAGO
IL
United States
Monday - Friday, 9AM-5PM
Tel: (312) 882-8998, Fax: None
Chief Compliance Officer
RICH HERRICK
CFO & CCO
656 W. RANDOLPH STREET
SUITE 4W
CHICAGO
IL
United States
Tel:
312-882-8998
R*******@************M
(Full email address available in API data)
Industry Affiliates
| NEXTGEN GROWTH PARTNERS FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| NEXTGEN GROWTH PARTNERS FUND II UGP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEXTGEN GROWTH PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| NEXTGEN GROWTH PARTNERS FUND I, LP | Private Equity Fund | $105.8M | $0.0M | 99 |
| NEXTGEN GROWTH PARTNERS FUND II-B, LP | Private Equity Fund | $19.5M | $0.1M | 46 |
| NEXTGEN GROWTH PARTNERS FUND II, LP | Private Equity Fund | $95.2M | $0.1M | 75 |
| NGP II ABD CO-INVEST, LP | Private Equity Fund | $14.2M | $0.1M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| O'CONNOR, BRIAN | Individual | – | MANAGING MEMBER | 06/2016 | > 75% |
| Herrick, Richard, Marvin | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 12/2017 | < 5% |