Next Capital Management LLC Email Format
Financial ServicesNew York, United States11-50 Employees
Next Capital Management LLC is an independent, SEC-registered investment adviser based in New York, NY. Founded in 1998 by Andrew Hart, the firm operates within the financial services sector and offers a blend of investment consulting and advisory services. Its approach centers on personalized, fee-based guidance that includes selecting unaffiliated third-party investment managers and providing ongoing reviews and reallocations to maintain a strategic asset allocation, along with discretionary management and enhanced tactical allocations. The firm positions itself as delivering the benefits of a family office without the associated cost or administrative burden, with clients receiving regular monitoring and quarterly reports across multiple custodians, limited partnerships, and other diversified holdings. Recent activity noted in public outlets includes equity investments in large-cap brands, reflecting the firm’s engagement in asset positions, while the company continues to expand its team with senior wealth advisory hires. The client base appears to comprise individuals seeking comprehensive, fee-based wealth management and asset allocation services delivered with a personalized, multi-manager framework from a boutique operation.
1-888-653-2347 
support@leadiq.com 
