NextCapital Advisers

Company Profile

NextCapital Advisers is an investment advisor in Chicago with $5.80 bn assets under management.

Company profile

Website

Incorporated

Location

Fiscal year end

Former names

NextCapital Group, Inc.

SEC CIK

0001616454

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

Phone

3122647000

Brochures

Nextcapital Advisers, Inc. Managed Account Services Adv Part 2A & 2B (26 Sep 22)

Latest filings (excl ownership)

D/A

$30M in equity, sold $30M, 8 investors

16 Mar 18

$30M in equity, sold $29.25M, 6 investors

28 Dec 17

Indefinite amount in equity, sold $16.09M, 6 investors

8 Jan 16

$6.3M in equity, sold $6.05M, 4 investors

12 Aug 14

Latest ownership filings

View all

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