Christopher
Ofsthun
Next Capital Management LLC
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About this Advisor
Christopher Ofsthun is a financial advisor based in New York, New York, working with Next Capital Management LLC. Christopher has previously held positions at Next Capital Management LLC, Eureka Restaurant Group, and Unemployed/Travel. Christopher has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Christopher is part of Next Capital Management LLC, which operates out of New York, New York. The firm has 4 offices and 20 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Next Capital Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Next Capital Management LLC Brokerage Details
$1,443,202,614
20
1,660
$869,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Ofsthun Work History
Next Capital Management LLC
Eureka Restaurant Group
Unemployed/Travel
Next Capital Management LLC
Disclosures
Please visit the SEC profile of Christopher Ofsthun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Next Capital Management LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Mars, PA
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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