Firm profile

MP NEXT CAPITAL

VILLANOVA, PACRD 159904Latest ADV March 31, 2026

Mp Next Capital is an SEC registered investment adviser organized as a limited partnership with a primary office location in Villanova, PA. Its latest Form ADV filing, dated March 31, 2026, reports $591M in regulatory assets under management, 13 employees, and 13 accounts.

Assets Under Management
$591M
Employees
13
Offices
--
Total Clients
13
Primary office
VILLANOVA, PA
797 EAST LANCASTER AVE, SUITE 200, VILLANOVA, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJames C. Billmyer
CFOEmily J. Cooney

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
13

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$591Mas of March 31, 2026
Discretionary100.0%
$591M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$591M
Total Accounts13
10Y AUM Change+$86M (+17.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee1:1
10Y Employee Change-2 (-13.3%)

* 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.