Nextech Ventures (US) LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.7B
Discretionary
$0
0% of AUM
Avg account
$435M
Accounts
4
Employees
8
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
316683
Registered since
November 16, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Nextech Ventures (US) LLC is an institutional RIA that serves a wholly institutional client base. The firm registered with the SEC in 2022 and is organized as a limited liability company with ownership that includes a foreign entity and an individual. Its business mix includes advisory responsibilities and roles as an investment sponsor: Nextech is identified as an adviser and sponsor and can act as a general partner or managing member of pooled investment vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm is not classified as an active ESG investor and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Aida Samarzija

    Chief Compliance OfficerCRD 1666538

Contacts

2 of 2
  • Melissa Mccracken

    Melissa Mccracken

    PartnerCRD 7473683

  • Kanishka Pothula

    Kanishka Pothula

    Managing PartnerCRD 5593510

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
284 Newbury St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth