Next Capital Management LLC

Next Capital Management LLC (CRD# 110793) is a financial advisory firm headquartered in New York, NY. They manage $1,443,202,614 in 1,660 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
Eleven Times Square, 15th Floor, New York, NY 10036
https://www.linkedin.com/company/next-capital-management/about
By the Numbers
  • Total Assets Under Management
    1,443
    MILLION
  • Total Number of Accounts
    1,660
    ACCOUNTS
  • Average Account Value
    $869,399
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Next Capital Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Daniel Magier, financial advisor New York NY
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 10 years of experience in the finance industry.

2
Ryan Davis, financial advisor New York NY
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 10 years of experience in the finance industry.

3
Andrew Hart, financial advisor New York NY
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 33 years of experience in the finance industry.

4
Ross Levin, financial advisor New York NY
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 17 years of experience in the finance industry.

5
Christopher Ofsthun, financial advisor New York NY
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 over 3 years of experience in the finance industry.

6
Frazer Rice, financial advisor New York NY
Frazer C. Rice
CRD#: 7072320
Eleven Times Square, 15th Floor, New York, NY 10036

Frazer Rice (CRD# 7072320) 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 Smith, financial advisor New York NY
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 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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