Next Capital Management LLC

Next Capital Management LLC (CRD# 110793) is a financial advisory firm headquartered in New York, NY. They manage $1,291,387,559 in 1,137 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,291
    MILLION
  • Total Number of Accounts
    1,137
    ACCOUNTS
  • Average Account Value
    $1,135,785
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, LA, MD, NJ, NY, PA, TX, VA

Financial Advisors at Next Capital Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Alexandra M. Blake
CRD#: 5664489
Eleven Times Square, 15th Floor, New York, NY 10036

Alexandra Blake (CRD# 5664489) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 12 years of experience in the finance industry.

2
Daniel I. Magier
CRD#: 6221936
Eleven Times Square, 15th Floor, New York, NY 10036

Daniel Magier (CRD# 6221936) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 8 years of experience in the finance industry. Daniel Magier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan W. Davis
CRD#: 6054044
Eleven Times Square, 15th Floor, New York, NY 10036

Ryan Davis (CRD# 6054044) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 8 years of experience in the finance industry.

4
Andrew C. Hart
CRD#: 1592375
Eleven Times Square, 15th Floor, New York, NY 10036

Andrew Hart (CRD# 1592375) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 31 years of experience in the finance industry.

5
Ross Levin
CRD#: 5085169
Eleven Times Square, 15th Floor, New York, NY 10036

Ross Levin (CRD# 5085169) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 16 years of experience in the finance industry.

6
Christopher J. Ofsthun
CRD#: 7306824
Eleven Times Square, 15th Floor, New York, NY 10036

Christopher Ofsthun (CRD# 7306824) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has 1 year of experience in the finance industry.

7
Theodore B. Smith
CRD#: 5984224
Eleven Times Square, 15th Floor, New York, NY 10036

Theodore Smith (CRD# 5984224) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 7 years of experience in the finance industry.

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