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NEXT MANAGEMENT ADVISORS, LLC

NEW YORK, NY · CRD 324644 · IAPD ↗ · next-investors.com · 917-602-0500

$353.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
May 2024 — NEXT MANAGEMENT ADVISORS, LLC reported RAUM up 30% ($286.4M -> $372.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — NEXT MANAGEMENT ADVISORS, LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — NEXT MANAGEMENT ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
April 2024 — NEXT MANAGEMENT ADVISORS, LLC now reports 2 private fund(s) ($286.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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