Next World Assets LLC

RIASEC Registered

Total AUM

$52M

Discretionary

$52M

100% of AUM

Avg account

$52M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 328070
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Next World Assets LLC is a small, SEC-registered limited liability company that provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional/business mandates. The firm charges asset-based fees and may assess performance-based fees on applicable strategies. It identifies as an active ESG investor, which suggests environmental, social or governance considerations are part of its investment process and selection criteria. The firm also serves as a sponsor, general partner or managing member for pooled investment vehicles, indicating it both advises and has an operational role in private pooled structures in addition to running separate accounts.