Firm profile: Next Legacy — investment focus, AUM, decision-makers and all regulatory filings
47 private funds reported on Form ADV Schedule D 7.B.1, $4.5B in combined gross assets.
NEXT LEGACY MANAGEMENT, LLC is a registered investment adviser headquartered in PORTOLA VALLEY, CA, managing approximately $4.4B in assets across 47 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.