NXT CAPITAL INVESTMENT ADVISERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.5B
Discretionary
$6B
93% of AUM
Avg account
$294M
Accounts
22
Employees
273
Advisory reps
9

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 Vehicles59.2%
  • Other16.24%
  • Insurance Companies14.71%
  • Other Investment Advisers9.85%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

FINTRX

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

3 of 3
  • ROBIN MCINERNEY

    Chief Financial OfficerCRD 4082064

  • BRIAN FRANC

    Chief Compliance OfficerCRD 2170342

  • Stacia Kopplin

    Chief Risk OfficerCRD 7624822

Contacts

3 of 6
  • HUNTER FOREMAN

    Vice President, Leveraged FinanceCRD 5157665

  • JOHN BOZALIS

    Managing DirectorCRD 2107854

  • RONALD WHITE

    Wealth Management Advisor, First Vice PresidentCRD 6076664

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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