NEXT LEVEL PRIVATE LLC
CRD #313247 SEC #801-122122 HARRISON, NY (914) 431-5255
SEC Registered
Total AUM
$1.1B
Discretionary
$992.4M
Employees
14
Clients
51
Accounts
2,235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $992.4M | $62.3M | 14 | 1 |
| Apr 2025 | $1.1B | $992.4M | $62.3M | 13 | 1 |
| Apr 2025 | $1.1B | $992.4M | $62.3M | 13 | 1 |
| Mar 2025 | $1.1B | $992.4M | $62.3M | 13 | 1 |
| Mar 2025 | $1.1B | $992.4M | $62.3M | 13 | 1 |
| Mar 2025 | $1.1B | $992.4M | $62.3M | 13 | 1 |
| Aug 2024 | $810.7M | $781.6M | $29.1M | 11 | 1 |
| Apr 2024 | $810.7M | $781.6M | $29.1M | 11 | 1 |
| Mar 2024 | $810.7M | $781.6M | $29.1M | 11 | 1 |
| Nov 2023 | $643.4M | $620.4M | $23M | 11 | 1 |
| Jun 2023 | $643.4M | $620.4M | $23M | 11 | 1 |
| Mar 2023 | $643.4M | $620.4M | $23M | 11 | 1 |
| Sep 2022 | $675.2M | $656.2M | $19M | 10 | 8 |
| Aug 2022 | $675.2M | $656.2M | $19M | 10 | 8 |
| Apr 2022 | $675.2M | $656.2M | $19M | 10 | 8 |
| Apr 2022 | $675.2M | $656.2M | $19M | 10 | 8 |
| Mar 2022 | $675.2M | $656.2M | $19M | 9 | 8 |
| Dec 2021 | $640.4M | $627.1M | $13.3M | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$1.1B
Discretionary$992.4M
Non-Disc.$62.3M
Employees14
Clients1
DateApr 2025
Total AUM$1.1B
Discretionary$992.4M
Non-Disc.$62.3M
Employees13
Clients1
DateApr 2025
Total AUM$1.1B
Discretionary$992.4M
Non-Disc.$62.3M
Employees13
Clients1
DateMar 2025
Total AUM$1.1B
Discretionary$992.4M
Non-Disc.$62.3M
Employees13
Clients1
DateMar 2025
Total AUM$1.1B
Discretionary$992.4M
Non-Disc.$62.3M
Employees13
Clients1
DateMar 2025
Total AUM$1.1B
Discretionary$992.4M
Non-Disc.$62.3M
Employees13
Clients1
DateAug 2024
Total AUM$810.7M
Discretionary$781.6M
Non-Disc.$29.1M
Employees11
Clients1
DateApr 2024
Total AUM$810.7M
Discretionary$781.6M
Non-Disc.$29.1M
Employees11
Clients1
DateMar 2024
Total AUM$810.7M
Discretionary$781.6M
Non-Disc.$29.1M
Employees11
Clients1
DateNov 2023
Total AUM$643.4M
Discretionary$620.4M
Non-Disc.$23M
Employees11
Clients1
DateJun 2023
Total AUM$643.4M
Discretionary$620.4M
Non-Disc.$23M
Employees11
Clients1
DateMar 2023
Total AUM$643.4M
Discretionary$620.4M
Non-Disc.$23M
Employees11
Clients1
DateSep 2022
Total AUM$675.2M
Discretionary$656.2M
Non-Disc.$19M
Employees10
Clients8
DateAug 2022
Total AUM$675.2M
Discretionary$656.2M
Non-Disc.$19M
Employees10
Clients8
DateApr 2022
Total AUM$675.2M
Discretionary$656.2M
Non-Disc.$19M
Employees10
Clients8
DateApr 2022
Total AUM$675.2M
Discretionary$656.2M
Non-Disc.$19M
Employees10
Clients8
DateMar 2022
Total AUM$675.2M
Discretionary$656.2M
Non-Disc.$19M
Employees9
Clients8
DateDec 2021
Total AUM$640.4M
Discretionary$627.1M
Non-Disc.$13.3M
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0