Data / Investment advisers / New York / Next Capital Management LLC
Next Capital Management LLC, New York, NY: $2.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Next Capital Management LLC is an SEC registered investment adviser with its main office in New York, New York and reports $2.1 billion in regulatory assets under management in its Form ADV filed January 31, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Next Capital Management LLC (CRD number 110793): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110793
- SEC file number
- 801-56281
- SEC status
- Approved, effective March 24, 1999
- Main office
- Eleven Times Square 15th Floor, New York, NY 10036
- Phone
- (212) 433-1111
- Regulatory AUM
- $2,135,481,487 in the Form ADV filed January 31, 2026
- Discretionary AUM
- $1,605,388,056
- Non discretionary AUM
- $530,093,431
- Accounts
- 2,332
- Employees
- 23, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 181 | $1.66 billion |
| Corporations or other businesses | 33 | $412 million |
| Individuals (other than high net worth individuals) | 76 | $40.9 million |
| Charitable organizations | 30 | $23.2 million |
| Pension and profit sharing plans | Fewer than 5 | $2.6 million |
| Insurance companies | Fewer than 5 | $251,835 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $2.14 billion | January 31, 2026 |
| December 1, 2025 | $1.78 billion | April 2, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Marsh Investment Solutions LLC | New York | $2.17 billion | Not listed | adviserinfo.sec.gov |
| Greenland Capital Management LP | New York | $2.15 billion | 1 | adviserinfo.sec.gov |
| Nexphase Capital, LP | New York | $2.14 billion | 9 | adviserinfo.sec.gov |
| RP Management, LLC | New York | $2.14 billion | 1 | adviserinfo.sec.gov |
| Kintegral Advisory, LLC | New York | $2.14 billion | 13 | adviserinfo.sec.gov |
| Sir Capital Management L.P. | New York | $2.13 billion | 3 | adviserinfo.sec.gov |
| Velocity Capital Advisors LLC | New York | $2.12 billion | 1 | adviserinfo.sec.gov |
| Greylion Partners LP | New York | $2.11 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Next Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.