Nextgen Growth Partners, LLC
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Learn more about Nextgen Growth Partners, LLC
Overview
Nextgen Growth Partners, LLC is a financial advisor company based in Chicago, Illinois. The firm manages $164.7 million in assets over four customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). It has a small team, including 4 financial advisors. Nextgen Growth Partners, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as stocks, bonds and options.
Nextgen Growth Partners, LLC administers all of its accounts in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by a portfolio manager without requiring client consent. The company supervises an average of $41.2 million for every customer account. The typical advisor at Nextgen Growth Partners, LLC administers around one client account, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is at 656 W Randolph Street, Chicago, Illinois 60661.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nextgen Growth Partners, LLC by the Numbers
$164.7 million
9
4
$41.2 million
Fee Structure
Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types charged by the firm most likely include some combination of the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its four accounts, Nextgen Growth Partners, LLC's largest client by number of accounts is pooled investment vehicles. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Nextgen Growth Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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