NEXT HORIZON ADVISORS LLC
CRD #169844 SEC #801-118482 PRINCETON, NJ (732) 344-0711
SEC Registered
Total AUM
$202.5M
Discretionary
$202.5M
Employees
4
Clients
0
Accounts
293
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NADKARNI, SHRIKANT, M | I | MANAGING DIRECTOR/CCO | NA | Control |
| NADKARNI, SHRIKANT, M | I | MANAGING DIRECTOR/CCO | NA | Control |
| NADKARNI HOLDINGS LLC | DE | MEMBER | E | |
| NADKARNI HOLDINGS LLC | DE | MEMBER | E | |
| NADKARNI HOLDINGS LLC | DE | MEMBER | D | |
| NADKARNI HOLDINGS LLC | DE | MEMBER | D | |
| NADKARNI HOLDINGS LLC | DE | MEMBER | D | |
| NADKARNI HOLDINGS LLC | DE | MEMBER | D | |
| NADKARNI, SHRIKANT, M | I | MANAGING DIRECTOR/CCO | D | Control |
| NADKARNI, SHRIKANT, M | I | MANAGING DIRECTOR/CCO | D | Control |
| NADKARNI, SHRIKANT, M | I | MANAGING DIRECTOR/CCO | D | Control |
| NADKARNI, SHRIKANT, M | I | MANAGING DIRECTOR/CCO | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NADKARNI, SHRIKANT, M | I | NADKARNI HOLDINGS LLC | F | Control |
| NADKARNI, SHRIKANT, M | I | NADKARNI HOLDINGS LLC | F | Control |
| NADKARNI, SHRIKANT, M | I | NADKARNI HOLDINGS LLC | F | Control |
| NADKARNI, SHRIKANT, M | I | NADKARNI HOLDINGS LLC | F | Control |
| PEAK TRUST COMPANY | DE | THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | F | |
| PEAK TRUST COMPANY | DE | THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | F | |
| PEAK TRUST COMPANY | DE | THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | F | |
| PEAK TRUST COMPANY | DE | THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | F | |
| PEAK TRUST COMPANY | DE | THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | F | |
| PEAK TRUST COMPANY | DE | THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | F | |
| THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | DE | NADKARNI HOLDINGS LLC | E | |
| THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | DE | NADKARNI HOLDINGS LLC | E | |
| THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | DE | NADKARNI HOLDINGS LLC | E | |
| THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | DE | NADKARNI HOLDINGS LLC | E | |
| THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | DE | NADKARNI HOLDINGS LLC | E | |
| THE NADKARNI 2018 NON-GRANTOR NEVADA TRUST | DE | NADKARNI HOLDINGS LLC | E |
Registrations
Federal
IA
Mar 24, 2022 REGISTERED
Notice Filings (3)
NJ NY TX
Address
103 CARNEGIE CENTER DRIVESUITE 300
PRINCETON, NJ 08540
United States
Phone: (732) 344-0711