NEXT CAPITAL MANAGEMENT LLC

HTTP://WWW.NEXTCAPITALMGMT.COM NEW YORK, NY Investment Advisor How do I update this listing?

Next Capital Management is based out of New York. Next Capital Management is a large advisory firm with 235 clients and discretionary assets under management (AUM) of $755,879,811 (Form ADV from 2018-09-13). Their last reported 13F filing for Q4 2018 included $114,007,000 in managed 13F securities and a top 10 holdings concentration of 49.5%. Next Capital Management's largest holding is JPMorgan Ultra-Short Income ETF with shares held of 250,225. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.62%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

NEXT CAPITAL MANAGEMENT LLC
ELEVEN TIMES SQUARE 15TH FLOOR
NEW YORK NY    10036
Country: United States

Business Phone: 212-433-1111
Fax: 212-382-2080
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 129,519,000
Total Number of Clients: 235
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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NEXT CAPITAL MANAGEMENT LLC

ownership team - last updated 2017-09-19
Name Title Start Date Direct/Indirect % Ownership
DAVIS, RYAN, WILLIAM CHIEF OPERATING OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEXT CAPITAL MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2017-07-01
THE ACH FAMILY TRUST MEMBER 12/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEXT CAPITAL MANAGEMENT LLC MEMBER direct 2012-12-01
BLANKMAN, SCOTT, JAY MANAGING DIRECTOR 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEXT CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2013-01-01
O'NEILL, JENNIFER, GRACE MEMBER 12/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEXT CAPITAL MANAGEMENT LLC MEMBER direct 1998-12-01
NEXT CAPITAL MANAGEMENT LLC OWNER direct 1998-12-01 2007-03-23
HART, ANDREW, CRAIG CHIEF COMPLIANCE OFFICER (8/2016) / CHIEF EXECUTIVE OFFICER / MEMBER 12/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NEXT CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER (8/2016) / CHIEF EXECUTIVE OFFICER / MEMBER direct 1998-12-01
NEXT CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER/PRESIDENT direct 1998-12-01 2001-12-18
NEXT CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER/OWNER direct 1998-12-01 2005-12-01
NEXT CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER/PRESIDENT/OWNER direct 1998-12-01 2007-03-23
NEXT CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/PRESIDENT/MEMBER direct 1998-12-01 2012-12-10
NEXT CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER/PRESIDENT/MEMBER direct 1998-12-01 2016-03-29
NEXT CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER/MEMBER direct 1998-12-01 2016-06-03
THE ACH FAMILY TRUST MEMBER NEXT CAPITAL MANAGEMENT LLC 12/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEXT CAPITAL MANAGEMENT LLC MEMBER indirect 2012-12-01
CHRISTIANA BANK & TRUST TRUSTEE TRUSTEE FOR THE ACH FAMILY TRUST - NOT OWNER 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
CONTRARIAN CAPITAL MANAGEMENT LLC TRUSTEE indirect 2013-01-01
NEXT CAPITAL MANAGEMENT LLC TRUSTEE indirect 2012-12-01

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