NXT Capital Investment Advisers, LLC

RIASEC Registered
Total AUM
$6.6B
Discretionary
$6.2B
93% of AUM
Avg account
$302M
Accounts
22
Employees
242
Advisory reps
7

Firm details

Headquarters
Chicago, Illinois
CRD number
160569
Registered since
March 14, 2012
Custodians
COMPUTERSHARE TRUST COMPANY, N.A., STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.38%
  • Other19.36%
  • Insurance Companies14.77%
  • Other Investment Advisers9.48%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

NXT Capital Investment Advisers, LLC is a multi-strategy fund manager that runs pooled investment vehicles and manages portfolios for institutional businesses and institutions. The firm is registered with the SEC (registration year 2012) and operates as a limited liability company owned by a mix of domestic entity and individual interests. Its stated business model combines hedge fund, private equity, and securitized-asset strategies; it also acts as sponsor/GP and holds other industry roles such as broker-dealer and commodity pool/CTA affiliations. Feeing is a combination of asset-based charges and performance fees, and the firm does not position itself as a capital allocator or an active ESG investor.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

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Contacts

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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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
191 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth