NextGen Capital, LLC

Overview

The firm provides independent financial counsel and access to investment opportunities, capital markets expertise, tax and operating resources, philanthropy, estate planning, and cash management. Its clients include entrepreneurs, majority shareholders, industry leaders, and families with significant liquid and illiquid assets.¹

NextGen Capital operates through NextGen Capital Markets LLC, NextGen Partners LLC, and NextGen Private Capital LLC, which the firm describes as wholly owned subsidiaries of NextGen Capital LLC. NextGen Capital Markets LLC is identified on the firm’s website as a registered SEC broker-dealer and a FINRA and SIPC member.²

Leadership

The leadership team includes John Cary, Senior Managing Director; Tyler Miller, Executive Director; Bruce Manchester, Managing Director; Adrian West, Managing Director; Michael Richards, Managing Director; and Michael Pollard, Advisor.²

Services

### Private Capital

NextGen Private Capital serves ultra-high-net-worth individuals and families with tailored strategies for wealth accumulation and preservation. Its work includes governance, asset allocation, succession planning, and family-legacy support.³

The firm also provides manager-of-managers oversight, estate accounting and compliance, tax and legal strategies, advanced planning and trusts, philanthropy, transaction strategy, tax-credit investments, and generational mentoring.³

### Capital Markets

NextGen Capital Markets advises middle-market companies, business owners, executives, and boards on capital markets, corporate finance, mergers and acquisitions, capital raises, leveraged buyouts, joint ventures, carve-outs, special situations, and strategic projects.⁴

The firm reports that its professionals have closed over 200 domestic and cross-border transactions and financings. It also reports that its investment banking and capital-markets professionals average more than 20 years of experience and provide senior-level attention throughout projects.⁴

### Direct Investments and Portfolio Support

NextGen Partners develops direct-investment portfolios and structures, including pooled vehicles, alternative investments, co-investment vehicles, and funds of funds. Its services also include governance support, executive recruiting, corporate development, and portfolio-company services.⁵

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Business owner services
• Private and alternative investments
• Cross-border planning

Approach

The firm describes its approach as thoughtful and tailored, with a focus on long-term relationships with clients, business partners, and its investment community.¹

FAQs

Related resources

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• GuideThe annual MFO review

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Sources

1. NextGen Capital
2. NextGen Capital Leadership
3. NextGen Private Capital
4. NextGen Capital Markets
5. NextGen Partners

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.