Summary

Next Capital Management

Founded in 1999

Description

Independent investment management, family wealth, and wealth planning firm.

Strengths

  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average

Weaknesses

  • Next Capital Management has a very small market share in their industry
  • Revenue generated per employee is less than the industry average
  • Revenue growth is less than the industry average
  • Since Next Capital Management was founded, the company has experienced slower revenue growth than the industry average
  • Web traffic rankings are worse than the industry average

Annual Revenue

Next Capital Management's annual revenue

$3815000

Based on Kona Equity data

  • Revenue per employee

    $254333

  • Variance of revenue growth

    0.18

  • Annual revenue growth since founding

    $186956

  • Revenue growth rate from first known quarter to current

    -10.4%

Employee Count

15 employees

  • Employee growth rate from first known quarter to current

    -16.7%

Executives

Jim Mcgurren

Senior Managing Director

j**@nextcapitalmgmt.com

Cathi Sanford-Flores

Chief Operating Officer

c**@nextcapitalmgmt.com

Ryan Davis

Chief Investment Officer

r**@nextcapitalmgmt.com

David Kelman

Senior Vice President

d**@nextcapitalmgmt.com

Chris Ofsthun

Wealth Advisor

c**@nextcapitalmgmt.com

Mark Tepsich

Director, Family Office Services

m**@nextcapitalmgmt.com

Matthew Roberts

Analyst

m**@nextcapitalmgmt.com

Michelle Sevillano

Client Relations Associate

m**@nextcapitalmgmt.com

Catherine Sanford

Chief Operating Officer

c**@nextcapitalmgmt.com

Andrew Hart

CEO

a**@nextcapitalmgmt.com

Daniel Magier

Wealth Advisor

d**@nextcapitalmgmt.com

Rachel Philbrick

Client Relations Associate

r**@nextcapitalmgmt.com

Nick Bochanis

Analyst

n**@nextcapitalmgmt.com

Alexandra Blake

Wealth Advisor

a**@nextcapitalmgmt.com

Jake Geller

Analyst

j**@nextcapitalmgmt.com

G Score - 2

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average

Web Analysis

  • Rank

    6.16 M

  • Page views per visitor

    1.0

  • Daily time

    -

Location

11 Times Sq Fl 15 
New York, NY  10036

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Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Next Capital Management.

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Frequently Asked Questions

Where is Next Capital Management located?

Next Capital Management's headquarters are located at 11 Times Sq Fl 15  New York, NY  10036.


What is Next Capital Management's official website?

Next Capital Management's official website is nextcapitalmgmt.com


What is Next Capital Management's revenue?

Next Capital Management's annual revenue is $3.8 M.


What is Next Capital Management's SIC code?

Next Capital Management's SIC: 62; 628


What is Next Capital Management's NAICS code?

Next Capital Management's NAICS: 52; 523.


How many employees does Next Capital Management's have?

Next Capital Management has 15 employees


What industry does Next Capital Management belong to?

Next Capital Management is in the industry of Financial services.

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