NXT CAPITAL INVESTMENT ADVISERS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 160569
- Registered since
- March 14, 2012
- Website
- www.nxtcapital.com
- Custodians
- COMPUTERSHARE TRUST COMPANY, N.A., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles59.2%
- Other16.24%
- Insurance Companies14.71%
- Other Investment Advisers9.85%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
NXT Capital Investment Advisers, LLC is an SEC‑registered asset manager formed in 2012 and organized as an LLC. The firm operates primarily as a manager of pooled vehicles and institutional mandates, positioning itself across hedge fund, private equity and securitized‑asset strategies rather than as a typical wealth manager. Its client base is institutional and its compensation includes both a percentage of assets under management and performance‑based fees. The firm functions in multiple capacities within the investment ecosystem: it serves as an investment adviser to pooled funds, acts as sponsor/GP or managing member of pooled vehicles, and is affiliated with broker‑dealer and commodity pool/CTA activities. NXT Capital is not described as an active ESG investor and appears structured for an institutional, alternative‑strategy focus rather than retail wealth management.
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
Asset composition
- Other100%
Owners & executives
3 of 3ROBIN MCINERNEY
Chief Financial OfficerCRD 4082064
BRIAN FRANC
Chief Compliance OfficerCRD 2170342
Stacia Kopplin
Chief Risk OfficerCRD 7624822
Contacts
3 of 6HUNTER FOREMAN
Vice President, Leveraged FinanceCRD 5157665
JOHN BOZALIS
Managing DirectorCRD 2107854
RONALD WHITE
Wealth Management Advisor, First Vice PresidentCRD 6076664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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