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NXT CAPITAL INVESTMENT ADVISERS, LLC
CRD 160569File 801-74046
APPROVED
Custody
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.65B
Top 25% of cohort (national)
Discretionary AUM
$6.18B
Non-discretionary $463.0M
Clients
21
22 accounts
Employees
242
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 14, 2012
- Principal office
- 191 NORTH WACKER DRIVE, SUITE 2650, CHICAGO, IL, 60606-1615
- Phone
- 312-450-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.65B
- Discretionary AUM
- $6.18B
- Non-discretionary AUM
- $463.0M
- Discretionary accounts
- 21
- Non-discretionary accounts
- 1
- Total accounts
- 22
- AUM per client
- $316.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $982.1M |
| Other investment advisers | Fewer than 5 | $630.4M |
| Pooled investment vehicles | 16 | $3.75B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 22 | 21 | decreased by1 |
| Jul 1, 2026 | Employees | 273 | 242 | decreased by31 |
| Jul 1, 2026 | AUM | $6,476,978,907 | $6,647,874,837 | increased by$170,895,930 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 277 | 273 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,601,560,000 | $6,476,978,907 | decreased by$124,581,093 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 98 | 277 | increased by179 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 22 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,058,442,000 | $6,601,560,000 | decreased by$456,882,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 22 | decreased by2 |
| Jul 1, 2022 | Employees | 106 | 98 | decreased by8 |
| Jul 1, 2022 | Clients | 22 | 26 | increased by4 |
| Jul 1, 2022 | AUM | $8,402,156,758 | $7,058,442,000 | decreased by$1,343,714,758 |
| Jul 1, 2022 | Accounts | 22 | 24 | increased by2 |
| Jul 1, 2021 | Employees | 122 | 106 | decreased by16 |
| Jul 1, 2021 | Clients | 19 | 22 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NXT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NXT CAPITAL” 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.