NEXT LEGACY MANAGEMENT, LLC
CRD #156640 SEC #801-73561 PORTOLA VALLEY, CA 650-324-5980
SEC Registered Private Funds
Total AUM
$3.7B
Discretionary
$3.7B
Employees
26
Clients
--
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $3.7B | $3.7B | $0 | 26 | 3 |
| Mar 2025 | $3.7B | $3.7B | $0 | 26 | 3 |
| Mar 2024 | $3.8B | $3.8B | $0 | 25 | 0 |
| Jun 2023 | $3.7B | $3.7B | $0 | 27 | 0 |
| Jun 2023 | $3.7B | $3.7B | $0 | 18 | 0 |
| Feb 2023 | $3.7B | $3.7B | $0 | 18 | 0 |
| Jan 2023 | $3.8B | $3.8B | $0 | 16 | 0 |
| Mar 2022 | $3.8B | $3.8B | $0 | 16 | 0 |
| May 2021 | $2.8B | $2.8B | $0 | 13 | 1 |
| Mar 2021 | $2.8B | $2.8B | $0 | 13 | 1 |
| Oct 2020 | $2.1B | $2.1B | $0 | 15 | 0 |
| Mar 2020 | $2.1B | $2.1B | $0 | 15 | 1 |
| Mar 2019 | $2B | $2B | $0 | 14 | 1 |
| Mar 2018 | $1.6B | $1.6B | $0 | 14 | 0 |
| Mar 2017 | $1.6B | $1.6B | $0 | 14 | 1 |
| Oct 2016 | $1.7B | $1.7B | $0 | 14 | 1 |
| Mar 2016 | $1.7B | $1.7B | $0 | 14 | 1 |
| Mar 2015 | $1.3B | $1.3B | $0 | 13 | 1 |
| Mar 2014 | $1.2B | $1.2B | $0 | 12 | 1 |
| Mar 2013 | $844.2M | $844.2M | $0 | 11 | 1 |
| Feb 2012 | $1B | $1B | $0 | -- | 1 |
DateAug 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees26
Clients3
DateMar 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees26
Clients3
DateMar 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees25
Clients0
DateJun 2023
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees27
Clients0
DateJun 2023
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees18
Clients0
DateFeb 2023
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees18
Clients0
DateJan 2023
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees16
Clients0
DateMay 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees13
Clients1
DateMar 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees13
Clients1
DateOct 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees15
Clients1
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients1
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees14
Clients1
DateOct 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees14
Clients1
DateMar 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees14
Clients1
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients1
DateMar 2013
Total AUM$844.2M
Discretionary$844.2M
Non-Disc.$0
Employees11
Clients1
DateFeb 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients1