Next Level Private LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Harrison, NY. Its latest Form ADV filing, dated March 27, 2026, reports $1.4B in regulatory assets under management, 16 employees, and 2,693 accounts.
Assets Under Management
$1.4B
Employees
16
Offices
--
Total Clients
841
Primary office
HARRISON, NY
500 MAMARONECK AVENUE, SUITE 501, HARRISON, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.9% of total clients.
Top client categories% of clientsClients
1
Individuals
67.9%
571
2
HNWI
27.1%
228
3
Pension Plans
4.0%
34
4
Corporations
1.0%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 27, 2026
Discretionary90.8%
$1.2B
91% of total RAUM90.8%
Non-discretionary9.2%
$125M
9% of total RAUM9.2%
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.
Total AUM$1.4B
Total Accounts2,693
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee53:1
10Y Employee Change+15 (+1500.0%)
* 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.