NEXT LEGACY MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$4,410,438,207
Discretionary
$4,410,438,207
Non-discretionary
$0
Firm details
- CRD number
- 156640
- SEC file number
- 801-73561
- Main office
- PORTOLA VALLEY, CA, United States
- Employees
- 26
- SEC status
- Approved
- Website
- https://www.nextlegacy.com
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.