Next Century Growth Investors Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 36
- Avg AUM / client
- $42.2M
- Accounts
- 37
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 13 | $46.5M | 3.06% |
| Investment companies | 2 | $11.9M | 0.78% |
| Pooled investment vehicles (non-investment companies) | 1 | $57.5M | 3.78% |
| Pension and profit sharing plans | 10 | $866M | 57.0% |
| Charitable organizations | Fewer than 5 clients | $726K | 0.05% |
| State or municipal government entities | 5 | $421M | 27.7% |
| Other investment advisers | Fewer than 5 clients | $64.0M | 4.21% |
| Other | 5 | $51.6M | 3.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jpmorgan Chase Retirement Plan Jpmorgan Chase Bank, National Association | 2024 | |
| Sutter Health Retirement Plan Sutter Health | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Leigh Press | Director, Chairman And Chief Executive Officer | CFA | Dec 1998 (28y) | 50% – 75% |
| Kaj Doerring | Portfolio Manager | Jan 2009 (18y) | 5% – 10% | |
| Robert E Scott | President | CFA | Jan 2014 (13y) | 10% – 25% |
| Strong, Matthew, Donald | Trustee | Jun 2014 (12y) | GP / trustee / elected manager of Rss 1994 Trust (indirect) | |
| Strong, Richard, Stuart | Member | Jun 2014 (12y) | ≈ 2.5% – 12.5% via Strong Holdings, Llc | |
| Weiss, Richard, Trent | Elected Manager | Jun 2014 (12y) | GP / trustee / elected manager of Strong Holdings, Llc (indirect) | |
| Widmer, John, Wayne | Elected Manager | Jun 2014 (12y) | GP / trustee / elected manager of Strong Holdings, Llc (indirect) | |
| Mcnulty, Kelly | Chief Compliance Officer And Chief Financial Officer | Jan 2016 (11y) | Less than 5% | |
| Govan, James, Gardner | Trustee | Dec 2017 (9y) | GP / trustee / elected manager of Strong Holdings, Llc (indirect) | |
| Thomas M Dignard | Portfolio Manager | Jan 2019 (8y) | Less than 5% | |
| Peter Michael Capouch | Portfolio Manager And Chief Operating Officer | CFA | Jun 2022 (4y) | 5% – 10% |
| Donald Melvin Longlet | Registered representative | CFA | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Strong Holdings, Llc | Member | Jun 2010 | A | 10% – 25% |
| Rss 1994 Trust | Member | Jun 2014 | B | ≈ 2.5% – 12.5% via Strong Holdings, Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Strong, Richard, Stuart: 25% – 50% of Strong Holdings, Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Rss 1994 Trust: 25% – 50% of Strong Holdings, Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | Jpmorgan Chase Bank, National Association | 78,270 | $16.1B | 01/01/2024 |
| Sutter Health Retirement Plan | Sutter Health | 40,026 | $6.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $566M (37% of AUM) Mar 2026
- J.P. Morgan $416M (27% of AUM) Mar 2026
- BNY Mellon $276M (18% of AUM) Mar 2026
- State Street $124M (16% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗