Next Management Advisors, Llc
- Regulatory AUM
- $353M
- Discretionary
- $353M
- Clients
- 3
- Avg AUM / client
- $118M
- Accounts
- 3
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $353M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $302M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Next Investors Ii, Lp | Private Equity Fund | Delaware | $216M | 116 |
| Next Investors, Llc | Private Equity Fund | Delaware | $85.7M | 27 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Freudenstein, Alan, Howard | Partner | Dec 2022 (4y) | 50% – 75% | |
| Grimaldi, Gregory, Michael | Partner And Chief Compliance Officer | Dec 2022 (4y) | 50% – 75% |
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 (2, $302M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Next Investors Ii, Lp | Private Equity Fund | $216M | $250K | 116 |
| Next Investors, Llc | Private Equity Fund | $85.7M | $250K | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 2.2 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗