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NEXTGEN GROWTH PARTNERS, LLC

CHICAGO, IL · CRD 285024 · IAPD ↗ · nextgengp.com · (312) 882-8998

$293.7MRegulatory AUM
5Advisory reps
15Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — NEXTGEN GROWTH PARTNERS, LLC reported RAUM down 32% ($433.4M -> $293.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2025 — NEXTGEN GROWTH PARTNERS, LLC reported RAUM up 85% ($234.7M -> $433.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — NEXTGEN GROWTH PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — NEXTGEN GROWTH PARTNERS, LLC reported RAUM up 43% ($164.7M -> $234.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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