NXT Capital Investment Advisers, LLC

RIASEC RegisteredEst. 2012
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 privately held investment manager registered with the SEC in 2012 and organized as an LLC. The firm functions as a multifaceted manager: it operates hedge funds, private equity vehicles and securitized-asset strategies while also acting as sponsor/GP and performing portfolio management for pooled vehicles and for institutional or business clients. Its client base is institutional, and its compensation combines a percentage-of-assets fee with performance-based fees. The firm is not positioned as an external capital allocator and does not self-identify as an active ESG investor. NXT Capital maintains several industry roles beyond advisory capacity: it has affiliations consistent with operating a broker-dealer, an additional investment advisory business, CPO/CTA activities, and sponsorship or managing-member duties for pooled investment vehicles. These functional overlaps indicate the firm both runs proprietary or affiliated funds and provides portfolio management services to external institutional clients.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Brian Franc

    Brian Franc

    Chief Compliance OfficerCRD 2170342

Contacts

3 of 6
  • Hunter Foreman

    Vice President, Leveraged FinanceCRD 5157665

  • Lucas Kowalewski

    Lucas Kowalewski

    Assistant Vice PresidentCRD 7039554

  • Ronald White

    AssociateCRD 6076664

Unlock 3 more contacts

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