Investment adviser · CRD 313247
NEXT LEVEL PRIVATE LLC
Investment adviser filing (IA)
HARRISON, NY, United States · Form ADV filed Jul 23, 2026
- Regulatory AUM
- $1.37B Form ADV · Item 5.F
- Client accounts
- 2,693 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 228 | $968,214,000 | 70.7% |
| Individuals | 571 | $269,018,000 | 19.6% |
| Retirement plans | 34 | $125,368,000 | 9.2% |
| Corporations & businesses | 8 | $5,552,000 | 0.4% |
| Charities | Fewer than 5 | $1,821,000 | 0.1% |
Filing source
Form ADV 2121708 · Jul 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
500 MAMARONECK AVENUE, SUITE 501HARRISON, NY, 10528, United States
CRD 313247
Filing source
Form ADV 2121708 · Jul 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.