Hedge Fund Database

NEXT LEGACY MANAGEMENT, LLC

Adviser information for NEXT LEGACY MANAGEMENT, LLC last updated from Form ADV on March 28th, 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 25
Investment Advisory/Research 6
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 44 $3.8B
Non-Discretionary 0 $0
Total 44 $3.8B

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 43 $3.8B
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 vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-73561
SEC ERA File Number 801-73561
SEC CIK Numbers None
SEC CRD Numbers 156640
Legal Entity Identifier None

Principal Office

180 LYTTON AVENUE
PALO ALTO
CA
United States
Monday - Friday, 8:00AM-5:00PM
Tel: 650-324-5980, Fax: None

Websites

www.linkedin.com/company/next-legacy-partners/ www.nextlegacy.com www.instagram.com/nextlegacypartners/ twitter.com/nextlegacy_

Chief Compliance Officer

KELLI CULLINANE
CFO, AND MANAGING MEMBER
180 LYTTON AVENUE
PALO ALTO
CA
United States
Tel: 650-324-5980
(Full email address available in API data)

Industry Affiliates

CLOUD ALL STAR FUND GP, LLC (CO-MANAGED W/ BVP) Sponsor, GP, manager of pooled investment vehicles
NEXT LEGACY EMERGING LEADERS 1 GP, LLC Sponsor, GP, manager of pooled investment vehicles
NEXT LEGACY INFLECTION FUND 2 GP, LLC Sponsor, GP, manager of pooled investment vehicles
NEXT PLAY CAPITAL GP I, LP Sponsor, GP, manager of pooled investment vehicles
NEXT PLAY CAPITAL GP II, LLC Sponsor, GP, manager of pooled investment vehicles
NEXT PLAY CAPITAL GP III, LLC Sponsor, GP, manager of pooled investment vehicles
NEXT PLAY SJPF GP, LLC Sponsor, GP, manager of pooled investment vehicles
NPC CASF GP, LLC Sponsor, GP, manager of pooled investment vehicles
NPC OPPORTUNITY FUND GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CLOUD ALL STAR FUND, LP Venture Capital Fund $12.8M $0.0M 92
LEGACY K, LLC Venture Capital Fund $183.5M $0.0M 1
LEGACY VENTURE IV, LLC Venture Capital Fund $63.4M $1.0M 94
LEGACY VENTURE IX, LLC Venture Capital Fund $473.7M $1.0M 160
LEGACY VENTURE V (QP), LLC Venture Capital Fund $97.3M $1.0M 64
LEGACY VENTURE V, LLC Venture Capital Fund $23.3M $1.0M 50
LEGACY VENTURE VI (QP), LLC Venture Capital Fund $326.0M $1.0M 61
LEGACY VENTURE VI, LLC Venture Capital Fund $141.9M $1.0M 61
LEGACY VENTURE VII, LLC Venture Capital Fund $615.4M $1.0M 147
LEGACY VENTURE VIII, LLC Venture Capital Fund $560.6M $1.0M 126
LEGACY VENTURE X, LLC Venture Capital Fund $322.5M $1.0M 174
LEGACY VENTURE XI, LLC Venture Capital Fund $470.8M $1.0M 222
NEXT LEGACY EMERGING LEADERS 1, L.P. Venture Capital Fund $37.2M $0.0M 37
NEXT PLAY CAPITAL I, L.P. Venture Capital Fund $59.1M $0.3M 86
NEXT PLAY CAPITAL II Q, L.P. Venture Capital Fund $65.1M $0.5M 79
NEXT PLAY CAPITAL II, L.P. Venture Capital Fund $65.1M $0.5M 73
NEXT PLAY CAPITAL III Q, L.P. Venture Capital Fund $164.2M $0.5M 322
NEXT PLAY CAPITAL III, L.P. Venture Capital Fund $16.3M $0.3M 76
NEXT PLAY SJPF, LP Venture Capital Fund $9.3M $0.3M 1
NPC AVILAC II, LLC Venture Capital Fund $0.0M $0.0M 11
NPC AXIOMATIC, LLC Venture Capital Fund $8.2M $0.0M 17
NPC BABYLIST, LLC Venture Capital Fund $1.4M $0.0M 16
NPC BYTEDANCE, LLC Venture Capital Fund $2.7M $0.0M 13
NPC CALIVA, LLC Venture Capital Fund $0.0M $0.0M 7
NPC CARBON LLC Venture Capital Fund $1.0M $0.0M 7
NPC CARTA, LLC Venture Capital Fund $2.0M $0.0M 6
NPC EXABEAM, LLC Venture Capital Fund $6.0M $0.0M 7
NPC FANDUEL, LLC Venture Capital Fund $1.9M $0.3M 10
NPC FLEXPORT, LLC Venture Capital Fund $5.1M $0.0M 9
NPC GUILD II, LLC Venture Capital Fund $19.0M $0.0M 25
NPC GUILD, LLC Venture Capital Fund $5.2M $0.0M 7
NPC IMPOSSIBLE FOODS II, LLC Venture Capital Fund $6.6M $0.0M 51
NPC IMPOSSIBLE FOODS, LLC Venture Capital Fund $2.2M $0.0M 5
NPC KEEP TRUCKIN, LLC Venture Capital Fund $2.6M $0.0M 12
NPC LIME II, LLC Venture Capital Fund $4.7M $0.0M 36
NPC LIME, LLC Venture Capital Fund $0.9M $0.0M 18
NPC MEDLY, LLC Venture Capital Fund $0.2M $0.0M 21
NPC OPPORTUNITY FUND, L.P. Venture Capital Fund $38.6M $0.3M 84
NPC RUBRIK II, LLC Venture Capital Fund $3.7M $0.0M 20
NPC RUBRIK, LLC Venture Capital Fund $2.7M $0.0M 13
NPC THOUGHTSPOT, LLC Venture Capital Fund $5.0M $0.0M 11
NPC TONAL, LLC Venture Capital Fund $0.3M $0.0M 20
NPC VB, LLC Venture Capital Fund $4.5M $0.0M 23

Control Persons

Name Type Entity Title Since Ownership
HALL, RUSSELL, BRUCE Individual – MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO 11/1999 < 5%
CULLINANE, KELLI, ANN Individual – MANAGING MEMBER, CCO, CFO AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019 02/2012 25-50%
CHOI, BEN, CHUNG-MING Individual – MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012 02/2015 25-50%
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019 Domestic Entity – MANAGING MEMBER 01/2019 25-50%
CHOI FAMILY TRUST DATED MARCH 2, 2012 Domestic Entity – MANAGING MEMBER 02/2015 25-50%
NECE FAMILY TRUST Domestic Entity – MANAGING MEMBER 10/2016 25-50%
NECE, RYAN, C Individual – TRUSTEE OF THE NECE FAMILY TRUST 05/2013 25-50%

No. Employees, Historic

3015020202021202220232024202515 on 3/27/202015 on 10/7/202013 on 3/31/202113 on 5/6/202116 on 3/31/202216 on 1/5/202318 on 2/22/202318 on 6/12/202327 on 6/15/202325 on 3/28/2024

RAUM, Historic

4B2B02020202120222023202420252088715931 on 3/27/20202088715931 on 10/7/20202808326066 on 3/31/20212808326066 on 5/6/20213780434624 on 3/31/20223780434624 on 1/5/20233671217390 on 2/22/20233671217390 on 6/12/20233671217390 on 6/15/20233831905383 on 3/28/2024

No. Clients, Historic

502502020202120222023202420259 on 3/27/20209 on 10/7/202011 on 3/31/202110 on 5/6/202110 on 3/31/202210 on 1/5/202311 on 2/22/202311 on 6/12/202311 on 6/15/202343 on 3/28/2024