NextCapital Advisers is an investment advisor in Chicago with $5.80 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
NextCapital Group, Inc.
SEC CIK
IRS number
472342699
SEC advisor number
801-80705
FINRA CRD number
173996
AUM ?
$5.80 bn
(as of 17 Nov 22)
Accounts
53,375
(as of 17 Nov 22)
Employees
22
(20 investment advisory or research)
Address
NextCapital Advisers
104 S. MICHIGAN AVENUE
SUITE 1400
CHICAGO
IL 60603
104 S. MICHIGAN AVENUE
SUITE 1400
CHICAGO
IL 60603
Office hours
Monday - Friday, 9AM-5PM
Phone
3122647000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Calnon, Gregory | President/director | 08/2022 | < 5% |
Quayle, Dirk, Allan | Director/treasurer | 11/2014 | < 5% |
Mitchell, Brittany, Merissa | Chief Compliance Officer | 06/2021 | < 5% |
Navigate Merger Sub LLC | Member | 08/2022 | > 75% |
Trojanow, Padideh, NORA | Director | 08/2022 | < 5% |
Kraus, Caroline, L | General Counsel | 08/2022 | < 5% |
Gsam Holdings LLC | Member | 03/2022 | > 75% |
Goldman Sachs Group Inc. | Member | 02/2016 | > 75% |
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Oct 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
27 Apr 21
13F-HR
Quarterly holdings report by institutional manager
21 Jan 21
13F-HR
Quarterly holdings report by institutional manager
29 Oct 20