Next Capital Management LLC

www.nextcapitalmgmt.com

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.

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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.

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Country

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State

New York

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City (Headquarters)

New York City

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Employees

11-50

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Founded

1999

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Vice President Client Relations

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

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