Next Capital Management Llc
Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart. It provides a unique structure; combining the best in investment consulting with advisory services. We Provide: • Personalized fee based advice, including the unbiased selection of and portfolio allocations among unaffiliated third party investment managers • Ongoing review and reallocation, as appropriate, to ensure efficient portfolio performance in conjunction with a personalized strategic asset allocation • Discretionary asset management as well as more enhanced tactical asset allocations The benefit of a Family Office without the cost or administrative burden. Our clients’ accounts are regularly monitored and they receive quarterly reports detailing all holdings and individual manager performance across multiple custodians, limited partnerships and other diversified portfolio holdings.
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Verified contacts
18
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
2
tools in use
Monthly traffic
141
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- JM
Jennifer McGreevey
Vice President, Client Relations · General Business & Management
EmailPhone - MS
Michelle Sevillano
Vice President Client Relations · Customer/Client Service
EmailPhone - CO
Chris Ofsthun
Wealth Advisor · Finance & Accounting
EmailPhone - CF
Christopher Fineburg
Senior Wealth Advisor · Finance & Accounting
EmailPhone - AH
Andrew Hart
CEO · General Business & Management
EmailPhone - CS
Catherine Sanford
Chief Operating Officer · General Business & Management
EmailPhone - RL
Ross Levin
Partner · General Business & Management
EmailPhone - RD
Ryan Davis
Chief Investment Officer · Finance & Accounting
EmailPhone - RN
Ryanna Neuman
,, · Other
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Next Capital Management Llc
15 distinct titles indexed · top 10 shown.
- 2analyst
- 1()
- 1,,
- 1ceo
- 1chief investment officer
- 1chief operating officer
- 1client associate
- 1client relations associate
- 1partner
- 1partner, wealth advisor
- +5more titles
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