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NEXT LEVEL PRIVATE LLC
CRD 313247File 801-122122
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.24B
Non-discretionary $125.4M
Clients
841
2,693 accounts
Employees
16
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://nxtprivate.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Clients | 691 | 841 | increased by150 |
| Apr 1, 2026 | AUM | $1,054,765,000 | $1,369,973,000 | increased by$315,208,000 |
| Apr 1, 2026 | Accounts | 2,235 | 2,693 | increased by458 |
| Jan 1, 2026 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 417 | 691 | increased by274 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $675,211,431 | $1,054,765,000 | increased by$379,553,569 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,517 | 2,235 | increased by718 |
| May 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Employees | 1 | 9 | increased by8 |
| Apr 1, 2022 | Clients | 393 | 417 | increased by24 |
| Apr 1, 2022 | AUM | $640,410,000 | $675,211,431 | increased by$34,801,431 |
| Apr 1, 2022 | Accounts | 1,500 | 1,517 | increased by17 |
| Feb 1, 2022 | Registration | APPROVED-120 | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEXT LEVEL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEXT LEVEL” 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.