NEXT CENTURY GROWTH INVESTORS LLC

RIASEC RegisteredEst. 1998
Total AUM
$1.5B
Discretionary
$1.5B
96% of AUM
Avg account
$41.1M
Accounts
37
Employees
9
Advisory reps
7

Firm details

Headquarters
PLYMOUTH, Minnesota
CRD number
108978
Registered since
November 23, 1998
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans57%
  • State / Municipal Government27.72%
  • Other Investment Advisers4.21%
  • Pooled Investment Vehicles3.78%
  • Other3.4%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Next Century Growth Investors LLC is an SEC-registered investment adviser organized as an LLC and operating since 1998. The firm manages portfolios for both individual and family clients as well as institutional entities, charging clients a percentage-of-assets fee. Its advisory services cover discretionary portfolio management for individuals and small businesses, investment companies, pooled vehicles and institutional clients. FINTRX flags the firm as an active ESG investor, and its stated asset preference is equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • THOMAS PRESS

    Chairman, Chief Executive Officer, Portfolio Manager, PartnerCRD 1358831

  • KELLY MCNULTY

    Vice President, Chief Compliance Officer, Chief Financial OfficerCRD 2310239

Contacts

3 of 5
  • KAJ DOERRING

    Portfolio Manager and PartnerCRD 3167821

  • PETER CAPOUCH

    Portfolio Manager and PartnerCRD 5509835

  • ROBERT SCOTT

    President, Portfolio Manager, PartnerCRD 2683198

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PLYMOUTH, MN

HENNEPIN

Location

PLYMOUTH, MN

Headquartered in PLYMOUTH, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
2 Carlson Pkwy N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth