Investment adviser · CRD 324644
NEXT MANAGEMENT ADVISORS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Apr 21, 2026
- Regulatory AUM
- $353M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Pooled investment vehicles | 3 | $353,141,196 | 100.0% |
Filing source
Form ADV 2095471 · Apr 21, 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
3 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.
NEXT INVESTORS II, LPPrivate Equity Fund · Last reported Apr 21, 2026$240MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
APEX FUND SERVICES (CAYMAN) LTD.
LEI 549300CX0YOWPNTQ2Z70
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-6303684361
- Reported beneficial owners
- 114
- Minimum commitment
- $250K
- Form D file number
- 021-285927
Form ADV 2095471 · Apr 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEXT INVESTORS, LLCPrivate Equity Fund · Last reported Apr 21, 2026$91.5MGross asset value
Form D fundraising filings
Credit Suisse Next Investors, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
STATE STREET GLOBAL MARKETS, LLC
SEC 8-69862
Fund details & source
- Fund ID
- 805-4368199650
- Reported beneficial owners
- 30
- Minimum commitment
- $250K
- Form D file number
- 021-214257
Form ADV 2095471 · Apr 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEXT INVESTORS FUND III, LPPrivate Equity Fund · Last reported Apr 21, 2026$0Gross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
APEX FUND SERVICES (CAYMAN) LTD.
LEI 549300CX0YOWPNTQ2Z70
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-7235069058
- Reported beneficial owners
- 0
- Minimum commitment
- $0
- Form D file number
- 021-552033
Form ADV 2095471 · Apr 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 21, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
150 EAST 52ND STREET, 28TH FLOORNEW YORK, NY, 10022, United States
CRD 324644
Filing source
Form ADV 2095471 · Apr 21, 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.