NEXT MANAGEMENT ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 324644
- Registered since
- November 30, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Next Management Advisors, LLC is a privately owned limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2023 and primarily serves institutional clients. Its advisory role centers on portfolio management for pooled vehicles, and it also functions in sponsor and general partner capacities; the firm is identified as a CPO/CTA and a managing member of pooled investment vehicles. Compensation follows a mix of percentage-of-AUM and performance-based fee structures. Next Management Advisors does not position itself as an ESG investor and is not designated as a multi-state adviser or pension consultant.
Assets & Accounts
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
Contacts
2 of 2ALAN FREUDENSTEIN
Portfolio Manager and PartnerCRD 2220630
GREGORY GRIMALDI
Founding PartnerCRD 2777729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, 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
- NEW YORK
- Address
- 150 E 52nd St
- Time zone
- ET (UTC-5)
- Office locations
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