Nextgen Growth Partners, Llc
- Regulatory AUM
- $294M
- Discretionary
- $294M
- Clients
- 8
- Avg AUM / client
- $36.7M
- Accounts
- 8
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $294M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $235M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Nextgen Growth Partners Fund I, Lp | Private Equity Fund | Delaware | $106M | 99 |
| Nextgen Growth Partners Fund Ii, Lp | Private Equity Fund | Delaware | $95.2M | 75 |
| Nextgen Growth Partners Fund Ii B, Lp | Private Equity Fund | Delaware | $19.5M | 46 |
| Ngp Ii Abd Co Invest, Lp | Private Equity Fund | Delaware | $14.2M | 2 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Herrick, Richard, Marvin | Chief Compliance Officer And Chief Financial Officer | Dec 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| O'connor, Brian | Managing Member | Jun 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (4, $235M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Nextgen Growth Partners Fund I, Lp | Private Equity Fund | $106M | $30.0K | 99 |
| Nextgen Growth Partners Fund Ii, Lp | Private Equity Fund | $95.2M | $50.0K | 75 |
| Nextgen Growth Partners Fund Ii B, Lp | Private Equity Fund | $19.5M | $100K | 46 |
| Ngp Ii Abd Co Invest, Lp | Private Equity Fund | $14.2M | $100K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.6 MB | 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PORTFOLIO COMPANY MANAGEMENT FEE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗