NEXT LEVEL VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DES MOINES, Iowa
CRD number
305666
Registered since
August 29, 2019

Firm profile

FINTRX

Overview

Next Level Ventures, LLC is an SEC-registered limited liability company that operates primarily as an adviser to private venture capital funds. Registered in 2019, the firm shows no record of retail advisory clients or traditional AUM tied to individual or institutional advisory accounts. Its regulatory and business profile—classified as unclassified with an owner type listed as Domestic Entity | Individual—suggests the firm functions mainly as a manager of pooled investment vehicles rather than as a wealth manager or broad-based RIA serving retail accounts. The firm's public filings indicate a concentrated focus on venture capital fund management. There is no stated involvement in pension consulting or multi-state advisory activity, and it is not identified as an active ESG investor. The firm does not present as a capital allocator for separate accounts; instead, its activities center on structuring and advising private funds that pool capital from external owners.

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

Contacts

1 of 1
  • Craig Ibsen

    Managing PartnerCRD 7172283

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DES MOINES, IA

POLK

Location

DES MOINES, IA

Headquartered in DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
POLK
Address
606 Walnut St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth