NEXT CAPITAL MANAGEMENT LLC
CRD #110793 SEC #801-56281 NEW YORK, NY 212-433-1111
SEC Registered
Total AUM
$1.8B
Discretionary
$1.3B
Employees
20
Clients
10
Accounts
1,945
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.8B | $1.3B | $490.4M | 20 | 6 |
| Mar 2025 | $1.8B | $1.3B | $490.4M | 20 | 6 |
| Oct 2024 | $1.4B | $1.1B | $380.2M | 20 | 0 |
| Apr 2024 | $1.4B | $1.1B | $380.2M | 20 | 0 |
| Mar 2024 | $1.4B | $1.1B | $380.2M | 20 | 0 |
| Oct 2023 | $1.2B | $830.7M | $330.1M | 17 | 0 |
| Sep 2023 | $1.2B | $830.7M | $330.1M | 17 | 0 |
| Feb 2023 | $1.2B | $830.7M | $330.1M | 17 | 0 |
| Feb 2023 | $1.2B | $830.7M | $330.1M | 17 | 0 |
| Feb 2023 | $1.2B | $830.7M | $330.1M | 17 | 0 |
| Feb 2023 | $1.2B | $830.7M | $330.1M | 17 | 0 |
| Dec 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Sep 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Sep 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Sep 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Aug 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Jul 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Mar 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Mar 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Feb 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Jan 2022 | $1.3B | $971M | $320.4M | 15 | 0 |
| Oct 2021 | $987.7M | $791.6M | $196.1M | 15 | 0 |
| Apr 2021 | $987.7M | $791.6M | $196.1M | 15 | 0 |
| Apr 2021 | $987.7M | $791.6M | $196.1M | 15 | 0 |
| Apr 2021 | $987.7M | $791.6M | $196.1M | 15 | 0 |
| Mar 2021 | $987.7M | $791.6M | $196.1M | 15 | 0 |
| Dec 2020 | $962.1M | $773M | $189.1M | 15 | 0 |
| Nov 2020 | $962.1M | $773M | $189.1M | 15 | 0 |
| Oct 2020 | $962.1M | $773M | $189.1M | 15 | 0 |
| Oct 2020 | $962.1M | $773M | $189.1M | 15 | 0 |
| Jun 2020 | $962.1M | $773M | $189.1M | 15 | 0 |
| May 2020 | $962.1M | $773M | $189.1M | 15 | 0 |
| Apr 2020 | $961.6M | $772.5M | $189.1M | 15 | 0 |
| Mar 2020 | $961.6M | $772.5M | $189.1M | 15 | 0 |
| Dec 2019 | $942.5M | $760.8M | $181.7M | 14 | 0 |
| Mar 2019 | $942.5M | $760.8M | $181.7M | 14 | 0 |
| Sep 2018 | $905.4M | $755.9M | $149.5M | 14 | 0 |
| Mar 2018 | $905.4M | $755.9M | $149.5M | 14 | 0 |
| Sep 2017 | $762.6M | $631.7M | $130.9M | 14 | 200 |
| Mar 2017 | $762.6M | $631.7M | $130.9M | 14 | 200 |
| Oct 2016 | $758.8M | $640.8M | $118M | 13 | 200 |
| Aug 2016 | $758.8M | $640.8M | $118M | 13 | 200 |
| Jun 2016 | $758.8M | $640.8M | $118M | 14 | 200 |
| Apr 2016 | $758.8M | $640.8M | $118M | 14 | 200 |
| Mar 2016 | $758.8M | $640.8M | $118M | 14 | 200 |
| Apr 2015 | $789.2M | $677.6M | $111.6M | 12 | 200 |
| Mar 2015 | $789.2M | $677.6M | $111.6M | 12 | 200 |
| Nov 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| Nov 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| Sep 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| Aug 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| Jul 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| Jun 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| May 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| Apr 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| Mar 2014 | $773.1M | $676.2M | $96.8M | 14 | 200 |
| Sep 2013 | $634.9M | $537.4M | $97.4M | 14 | 100 |
| Aug 2013 | $634.9M | $537.4M | $97.4M | 14 | 100 |
| Jun 2013 | $634.9M | $537.4M | $97.4M | 14 | 100 |
| Jun 2013 | $634.9M | $537.4M | $97.4M | 14 | 100 |
| Mar 2013 | $634.9M | $537.4M | $97.4M | 12 | 100 |
| Dec 2012 | $493.2M | $375.2M | $118.1M | 9 | 26 |
| Aug 2012 | $493.2M | $375.2M | $118.1M | 6 | 26 |
| May 2012 | $493.2M | $375.2M | $118.1M | 6 | 26 |
| Mar 2012 | $493.2M | $375.2M | $118.1M | 6 | 26 |
| Nov 2011 | $392.2M | $167.1M | $225.1M | 10 | -- |
| Aug 2011 | $392.2M | $167.1M | $225.1M | 10 | -- |
| Mar 2011 | $392.2M | $167.1M | $225.1M | 10 | -- |
| Sep 2009 | $215.3M | $88.7M | $126.6M | 10 | -- |
| Nov 2007 | $85.5M | $25.2M | $60.3M | 5 | -- |
| Aug 2007 | $85.5M | $25.2M | $60.3M | 5 | -- |
| Apr 2007 | $85.5M | $25.2M | $60.3M | 5 | -- |
| Mar 2007 | $85.5M | $25.2M | $60.3M | 5 | -- |
| Mar 2006 | $67M | $23.3M | $43.7M | 5 | -- |
| Dec 2005 | $78M | $22.9M | $55.1M | 5 | -- |
| Dec 2005 | $78M | $22.9M | $55.1M | 5 | -- |
| Dec 2005 | $78M | $22.9M | $55.1M | 5 | -- |
| Nov 2005 | $78M | $22.9M | $55.1M | 5 | -- |
| Nov 2005 | $78M | $22.9M | $55.1M | 5 | -- |
| Jan 2004 | $43M | $13.5M | $29.5M | 5 | -- |
| Nov 2003 | $43M | $13.5M | $29.5M | 5 | -- |
| May 2002 | $31M | $20.9M | $10.1M | 10 | -- |
| Apr 2002 | $31M | $20.9M | $10.1M | 10 | -- |
| Apr 2002 | $31M | $20.9M | $10.1M | 5 | -- |
| Mar 2002 | $31M | $20.9M | $10.1M | 5 | -- |
| Aug 2001 | $20.2M | $17.7M | $2.5M | 5 | -- |
DateApr 2025
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$490.4M
Employees20
Clients6
DateMar 2025
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$490.4M
Employees20
Clients6
DateOct 2024
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$380.2M
Employees20
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$380.2M
Employees20
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$380.2M
Employees20
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$830.7M
Non-Disc.$330.1M
Employees17
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$830.7M
Non-Disc.$330.1M
Employees17
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$830.7M
Non-Disc.$330.1M
Employees17
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$830.7M
Non-Disc.$330.1M
Employees17
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$830.7M
Non-Disc.$330.1M
Employees17
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$830.7M
Non-Disc.$330.1M
Employees17
Clients0
DateDec 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateSep 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateSep 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateSep 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateJul 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateFeb 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateJan 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$320.4M
Employees15
Clients0
DateOct 2021
Total AUM$987.7M
Discretionary$791.6M
Non-Disc.$196.1M
Employees15
Clients0
DateApr 2021
Total AUM$987.7M
Discretionary$791.6M
Non-Disc.$196.1M
Employees15
Clients0
DateApr 2021
Total AUM$987.7M
Discretionary$791.6M
Non-Disc.$196.1M
Employees15
Clients0
DateApr 2021
Total AUM$987.7M
Discretionary$791.6M
Non-Disc.$196.1M
Employees15
Clients0
DateMar 2021
Total AUM$987.7M
Discretionary$791.6M
Non-Disc.$196.1M
Employees15
Clients0
DateDec 2020
Total AUM$962.1M
Discretionary$773M
Non-Disc.$189.1M
Employees15
Clients0
DateNov 2020
Total AUM$962.1M
Discretionary$773M
Non-Disc.$189.1M
Employees15
Clients0
DateOct 2020
Total AUM$962.1M
Discretionary$773M
Non-Disc.$189.1M
Employees15
Clients0
DateOct 2020
Total AUM$962.1M
Discretionary$773M
Non-Disc.$189.1M
Employees15
Clients0
DateJun 2020
Total AUM$962.1M
Discretionary$773M
Non-Disc.$189.1M
Employees15
Clients0
DateMay 2020
Total AUM$962.1M
Discretionary$773M
Non-Disc.$189.1M
Employees15
Clients0
DateApr 2020
Total AUM$961.6M
Discretionary$772.5M
Non-Disc.$189.1M
Employees15
Clients0
DateMar 2020
Total AUM$961.6M
Discretionary$772.5M
Non-Disc.$189.1M
Employees15
Clients0
DateDec 2019
Total AUM$942.5M
Discretionary$760.8M
Non-Disc.$181.7M
Employees14
Clients0
DateMar 2019
Total AUM$942.5M
Discretionary$760.8M
Non-Disc.$181.7M
Employees14
Clients0
DateSep 2018
Total AUM$905.4M
Discretionary$755.9M
Non-Disc.$149.5M
Employees14
Clients0
DateMar 2018
Total AUM$905.4M
Discretionary$755.9M
Non-Disc.$149.5M
Employees14
Clients0
DateSep 2017
Total AUM$762.6M
Discretionary$631.7M
Non-Disc.$130.9M
Employees14
Clients200
DateMar 2017
Total AUM$762.6M
Discretionary$631.7M
Non-Disc.$130.9M
Employees14
Clients200
DateOct 2016
Total AUM$758.8M
Discretionary$640.8M
Non-Disc.$118M
Employees13
Clients200
DateAug 2016
Total AUM$758.8M
Discretionary$640.8M
Non-Disc.$118M
Employees13
Clients200
DateJun 2016
Total AUM$758.8M
Discretionary$640.8M
Non-Disc.$118M
Employees14
Clients200
DateApr 2016
Total AUM$758.8M
Discretionary$640.8M
Non-Disc.$118M
Employees14
Clients200
DateMar 2016
Total AUM$758.8M
Discretionary$640.8M
Non-Disc.$118M
Employees14
Clients200
DateApr 2015
Total AUM$789.2M
Discretionary$677.6M
Non-Disc.$111.6M
Employees12
Clients200
DateMar 2015
Total AUM$789.2M
Discretionary$677.6M
Non-Disc.$111.6M
Employees12
Clients200
DateNov 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateNov 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateSep 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateAug 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateJul 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateJun 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateMay 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateApr 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateMar 2014
Total AUM$773.1M
Discretionary$676.2M
Non-Disc.$96.8M
Employees14
Clients200
DateSep 2013
Total AUM$634.9M
Discretionary$537.4M
Non-Disc.$97.4M
Employees14
Clients100
DateAug 2013
Total AUM$634.9M
Discretionary$537.4M
Non-Disc.$97.4M
Employees14
Clients100
DateJun 2013
Total AUM$634.9M
Discretionary$537.4M
Non-Disc.$97.4M
Employees14
Clients100
DateJun 2013
Total AUM$634.9M
Discretionary$537.4M
Non-Disc.$97.4M
Employees14
Clients100
DateMar 2013
Total AUM$634.9M
Discretionary$537.4M
Non-Disc.$97.4M
Employees12
Clients100
DateDec 2012
Total AUM$493.2M
Discretionary$375.2M
Non-Disc.$118.1M
Employees9
Clients26
DateAug 2012
Total AUM$493.2M
Discretionary$375.2M
Non-Disc.$118.1M
Employees6
Clients26
DateMay 2012
Total AUM$493.2M
Discretionary$375.2M
Non-Disc.$118.1M
Employees6
Clients26
DateMar 2012
Total AUM$493.2M
Discretionary$375.2M
Non-Disc.$118.1M
Employees6
Clients26
DateNov 2011
Total AUM$392.2M
Discretionary$167.1M
Non-Disc.$225.1M
Employees10
Clients--
DateAug 2011
Total AUM$392.2M
Discretionary$167.1M
Non-Disc.$225.1M
Employees10
Clients--
DateMar 2011
Total AUM$392.2M
Discretionary$167.1M
Non-Disc.$225.1M
Employees10
Clients--
DateSep 2009
Total AUM$215.3M
Discretionary$88.7M
Non-Disc.$126.6M
Employees10
Clients--
DateNov 2007
Total AUM$85.5M
Discretionary$25.2M
Non-Disc.$60.3M
Employees5
Clients--
DateAug 2007
Total AUM$85.5M
Discretionary$25.2M
Non-Disc.$60.3M
Employees5
Clients--
DateApr 2007
Total AUM$85.5M
Discretionary$25.2M
Non-Disc.$60.3M
Employees5
Clients--
DateMar 2007
Total AUM$85.5M
Discretionary$25.2M
Non-Disc.$60.3M
Employees5
Clients--
DateMar 2006
Total AUM$67M
Discretionary$23.3M
Non-Disc.$43.7M
Employees5
Clients--
DateDec 2005
Total AUM$78M
Discretionary$22.9M
Non-Disc.$55.1M
Employees5
Clients--
DateDec 2005
Total AUM$78M
Discretionary$22.9M
Non-Disc.$55.1M
Employees5
Clients--
DateDec 2005
Total AUM$78M
Discretionary$22.9M
Non-Disc.$55.1M
Employees5
Clients--
DateNov 2005
Total AUM$78M
Discretionary$22.9M
Non-Disc.$55.1M
Employees5
Clients--
DateNov 2005
Total AUM$78M
Discretionary$22.9M
Non-Disc.$55.1M
Employees5
Clients--
DateJan 2004
Total AUM$43M
Discretionary$13.5M
Non-Disc.$29.5M
Employees5
Clients--
DateNov 2003
Total AUM$43M
Discretionary$13.5M
Non-Disc.$29.5M
Employees5
Clients--
DateMay 2002
Total AUM$31M
Discretionary$20.9M
Non-Disc.$10.1M
Employees10
Clients--
DateApr 2002
Total AUM$31M
Discretionary$20.9M
Non-Disc.$10.1M
Employees10
Clients--
DateApr 2002
Total AUM$31M
Discretionary$20.9M
Non-Disc.$10.1M
Employees5
Clients--
DateMar 2002
Total AUM$31M
Discretionary$20.9M
Non-Disc.$10.1M
Employees5
Clients--
DateAug 2001
Total AUM$20.2M
Discretionary$17.7M
Non-Disc.$2.5M
Employees5
Clients--