NEXT MANAGEMENT ADVISORS, LLC
Adviser information for NEXT MANAGEMENT ADVISORS, LLC last updated from Form ADV on March 22nd, 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 | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| 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 | 2 | $286.4M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $286.4M |
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 | 2 | $286.4M |
| 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 AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129135 |
|---|---|
| SEC ERA File Number | 801-129135 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324644 |
| Legal Entity Identifier | None |
Principal Office
110 W 40TH STSUITE 301
NEW YORK
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 917-602-0500, Fax: None
Chief Compliance Officer
GREG GRIMALDI
110 W 40TH ST
SUITE 301
NEW YORK
NY
United States
Tel:
646.467.2284
G************@*****************M
(Full email address available in API data)
Industry Affiliates
| NEXT ASSOCIATES II, LP | Sponsor, GP, manager of pooled investment vehicles |
| NEXT ASSOCIATES, LP | Sponsor, GP, manager of pooled investment vehicles |
| NEXT CO-INVESTORS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NEXT I GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| NEXT II GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| NEXT INVESTMENT AGGREGATOR, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NEXT INVESTORS FEEDER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEXT INVESTORS HOLDINGS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NEXT INVESTORS II (AIV), LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEXT INVESTORS USHG, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| NEXT INVESTORS II, LP | Private Equity Fund | $201.8M | $0.3M | 116 |
| NEXT INVESTORS, LLC | Private Equity Fund | $84.6M | $0.3M | 27 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FREUDENSTEIN, ALAN, HOWARD | Individual | – | PARTNER | 12/2022 | 50-75% |
| GRIMALDI, GREGORY, MICHAEL | Individual | – | PARTNER AND CHIEF COMPLIANCE OFFICER | 12/2022 | 50-75% |