Next Horizon Capital

RIASEC Registered
Total AUM
$506M
Discretionary
$506M
100% of AUM
Avg account
$126M
Accounts
4
Employees
7
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
321649
Registered since
July 23, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Next Horizon Capital is a limited partnership that operates as a private equity fund manager focused on institutional investors. The firm is registered with the SEC (registration year 2026) and provides portfolio management for pooled investment vehicles. It acts as sponsor, general partner, and managing member of its funds rather than functioning primarily as an external capital allocator. Fee arrangements combine a percentage-of-assets charge with performance-based fees, consistent with private equity economics. The firm identifies as an active ESG investor, indicating ESG factors are considered in investment selection or portfolio stewardship.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth