NEXT LEVEL PRIVATE LLC

CRD 313247File 801-122122

APPROVED

Retail clients

Custody

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.37B

Above cohort median (national)

Discretionary AUM

$1.24B

Non-discretionary $125.4M

Clients

841

2,693 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Aug 18, 2021
Principal office: 500 MAMARONECK AVENUE, SUITE 501, HARRISON, NY, 10528
Phone: (914) 431-5255
Website: https://www.linkedin.com/company/next-level-private

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.37B
Discretionary AUM: $1.24B
Non-discretionary AUM: $125.4M
Discretionary accounts: 2,659
Non-discretionary accounts: 34
Total accounts: 2,693
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$5.6M
Charitable organizations	Fewer than 5	$1.8M
High net worth individuals	228	$968.2M
Pension and profit sharing plans	34	$125.4M
Individuals (other than high net worth individuals)	571	$269.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.