Next Level Private LLC
Firm details
- Headquarters
- Harrison, New York
- CRD number
- 313247
- Registered since
- August 18, 2021
- Website
- nxtprivate.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.67%
- Individuals19.64%
- Pension & Profit Sharing Plans9.15%
- Corporations / Businesses0.41%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Next Level Private LLC is an independent registered investment adviser set up as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional relationships and bills using a mix of percentage-of-AUM and fixed fees. Its advisory menu emphasizes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Next Level Private does not present itself as a capital allocator and is not flagged as an active ESG investor. The firm lists an insurance company among its industry affiliations and appears to integrate traditional wealth-management services—planning and discretionary portfolio management—rather than operating as a multi-manager allocator or family office.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities33%
Owners & executives
1 of 1
Catherine Bluvol
Chief Operating OfficerCRD 7347379
Contacts
3 of 14
Joseph Blaney
Registered Investment AdvisorCRD 1869917
Jean Riordan
Financial AdvocateCRD 2138296
Elisabeth Mitchell
Managing MemberCRD 7890451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$427M in ETFs
77%
$329M
21%
$98.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY US QUALITY GROWTH ETF (QGRO) | Passive | Large Growth | $43.7M | 370,112 | 10.22% |
Location
Harrison, NY
Westchester
Location
Harrison, NY
Headquartered in Harrison, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 500 Mamaroneck Ave
- Time zone
- ET (UTC-5)
- Office locations
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