Next Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated January 31, 2026, reports $2.1B in regulatory assets under management, 23 employees, 5 offices, and 2,332 accounts.
Assets Under Management
$2.1B
Employees
23
Offices
5 offices
Total Clients
320
Primary office
NEW YORK, NY
ELEVEN TIMES SQUARE, 15TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.6% of total clients.
Top client categories% of clientsClients
1
HNWI
56.6%
181
2
Individuals
23.8%
76
3
Corporations
10.3%
33
4
Charitable
9.4%
30
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of January 31, 2026
Discretionary75.2%
$1.6B
75% of total RAUM75.2%
Non-discretionary24.8%
$530M
25% of total RAUM24.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.1B
Total Accounts2,332
10Y AUM Change+$1.4B (+180.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee14:1
10Y Employee Change+9 (+64.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.