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NEXT LEGACY MANAGEMENT, LLC
CRD 156640File 801-73561
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.41B
Top 25% of cohort (national)
Discretionary AUM
$4.41B
Clients
47
47 accounts
Employees
26
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 30, 2012
- Principal office
- 3000 ALPINE RD, PORTOLA VALLEY, CA, 94028-7520
- Phone
- 650-324-5980
- Website
- https://www.nextlegacy.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.41B
- Discretionary AUM
- $4.41B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 47
- Non-discretionary accounts
- 0
- Total accounts
- 47
- AUM per client
- $93.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 47 | $4.41B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 41 | 47 | increased by6 |
| Apr 1, 2026 | AUM | $3,654,525,038 | $4,410,438,207 | increased by$755,913,169 |
| Apr 1, 2026 | Accounts | 41 | 47 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 26 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 41 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,780,434,624 | $3,654,525,038 | decreased by$125,909,586 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 41 | increased by31 |
| Apr 1, 2022 | Employees | 13 | 16 | increased by3 |
| Apr 1, 2022 | AUM | $2,808,326,066 | $3,780,434,624 | increased by$972,108,558 |
| Jun 1, 2021 | Clients | 11 | 10 | decreased by1 |
| Jun 1, 2021 | Accounts | 11 | 10 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEXT LEGACY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEXT LEGACY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.