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MP NEXT CAPITAL

VILLANOVA, PA · CRD 159904 · IAPD ↗ · 610-526-2700

$590.7MRegulatory AUM
8Advisory reps
13Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — MP NEXT CAPITAL crossed $500M in regulatory AUM ($455.9M -> $590.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
43
March 2026 — MILESTONE PARTNERS is now doing business as MP NEXT CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
38
April 2024 — MILESTONE PARTNERS shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.