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NEXTECH VENTURES (US) LLC

BOSTON, MA · CRD 316683 · IAPD ↗ · nextech.us · (617) 807-0920

$1.74BRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

57
April 2025 — NEXTECH VENTURES (US) LLC reported RAUM up 36% ($1.17B -> $1.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — NEXTECH VENTURES (US) LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — NEXTECH VENTURES (US) LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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