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Private equityFirmventure with pe activity · probablelower middle market

Next Coast Ventures, LLC

Private Equity

Austin, TX

Providing ambitious future CEOs with the capital, technology, and operational support they need to fulfill their dreams of growing a great business.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:c8b66f8c-c827-4b67-a99a-1f292ff1067c

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 53
Dated events: 7
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Next Coast Ventures, LLC

Venture manager · shared crd

RIA / Wealth Managementidentity

NEXT COAST VENTURES, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 2
PE funds: 2
Vintages: 2021 to 2023
PE GAV, 2024 filing: $41.3Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $586M
Investments: 42
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-05-14
Stated sectors: technology
Latest ADV filing: May 14, 2024
Employees (ADV): 12
Website: nextcoastlegacy.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Next Coast Eta Entrepreneurs Fund I, L.P.	2023	Early deployment	Private Equity Fund	n/a	$1.3M	0
Next Coast Eta I, L.P.	2021	Active deployment	Private Equity Fund	n/a	$40.0M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
360 Smart Networks	n/a	unknown	unknown	n/a	n/a	unknown
American Biosurgical, Inc.	n/a	unknown	unknown	n/a	n/a	unknown
Tommy Shelton	n/a	unknown	unknown	n/a	n/a	unknown
Apex	n/a	unknown	unknown	n/a	n/a	unknown
Aproove	n/a	unknown	unknown	n/a	n/a	unknown
Aspire Health	n/a	unknown	unknown	n/a	n/a	unknown
Big Box Storage	n/a	unknown	unknown	n/a	n/a	unknown
BroadPeak Partners	n/a	unknown	unknown	n/a	n/a	unknown
Charter Impact	n/a	unknown	unknown	n/a	n/a	unknown
Cloud X	n/a	unknown	unknown	n/a	n/a	unknown
Keith Burns	n/a	unknown	unknown	n/a	n/a	unknown
Destroy Drive	n/a	unknown	unknown	n/a	n/a	unknown
Ethico	n/a	unknown	unknown	n/a	n/a	unknown
EvoText	n/a	unknown	unknown	n/a	n/a	unknown
EyeQMonitoring	n/a	unknown	unknown	n/a	n/a	unknown
FreeBalance	n/a	unknown	unknown	n/a	n/a	unknown
Glendale	n/a	unknown	unknown	n/a	n/a	unknown
Herscan	n/a	unknown	unknown	n/a	n/a	unknown
International Litigation Services	n/a	unknown	unknown	n/a	n/a	unknown
Jaama Ltd	n/a	unknown	unknown	n/a	n/a	unknown
Lecorpio	n/a	unknown	unknown	n/a	n/a	unknown
Ania Aliev	n/a	unknown	unknown	n/a	n/a	unknown
Luggage Forward/Lugless	n/a	unknown	unknown	n/a	n/a	unknown
Mudshare	n/a	unknown	unknown	n/a	n/a	unknown
Navegate	n/a	unknown	unknown	n/a	n/a	unknown
Objective Management Group	n/a	unknown	unknown	n/a	n/a	unknown
Odyssey Autism ABA Therapy	n/a	unknown	unknown	n/a	n/a	unknown
OnRamp	n/a	unknown	unknown	n/a	n/a	unknown
Out of the Box Technology	n/a	unknown	unknown	n/a	n/a	unknown
O&W Heat Treat	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (8)

→ William KuntzPersonOperating Partner
factThe subject's own site
→ Richard H. TaketaPersonOperating Partner
factThe subject's own site
→ Wei-Lin LeePersonOperating Partner
factThe subject's own site
→ Mark MullinsPersonOperating Partner
factThe subject's own site
→ Michael Anthony SmerkloPersonManaging Member
Feb 1, 2016 to presentfactForm ADV
→ Charles Thomas BallPersonManaging Member
Feb 1, 2016 to presentfactForm ADV
→ Kaitlyn DebernardoPersonChief Compliance Officer/ Chief Operating Officer
May 1, 2024 to presentfactForm ADV
→ Jonathan B. KaplanPersonChief Compliance Officer / Chief Operating Officer
Jul 1, 2019 to May 8, 2024inferenceForm ADV

Invested in (42)

→ QuicksoftCompanyunknown
factThe subject's own site
→ TaskRayCompanyunknown
factThe subject's own site
→ TransifexCompanyunknown
factThe subject's own site
→ TransTechCompanyunknown
factThe subject's own site
→ Wholesale PetCompanyunknown
factThe subject's own site
→ Windmill Wellness RanchCompanyunknown
factThe subject's own site
→ ELK AnalyticsCompanyunknown
factThe subject's own site
→ ScribsoftCompanyunknown
factThe subject's own site
→ 360 Smart NetworksCompanyunknown
factThe subject's own site
→ American Biosurgical, Inc.Companyunknown
factThe subject's own site
→ Tommy SheltonCompanyunknown
factThe subject's own site
→ APEXCompanyunknown
factThe subject's own site
→ AprooveCompanyunknown
factThe subject's own site
→ Aspire HealthCompanyunknown
factThe subject's own site
→ Big Box StorageCompanyunknown
factThe subject's own site
→ BroadPeak PartnersCompanyunknown
factThe subject's own site
→ Charter ImpactCompanyunknown
factThe subject's own site
→ Cloud XCompanyunknown
factThe subject's own site
→ Keith BurnsCompanyunknown
factThe subject's own site
→ Destroy DriveCompanyunknown
factThe subject's own site
→ EthicoCompanyunknown
factThe subject's own site
→ EvoTextCompanyunknown
factThe subject's own site
→ EyeQMonitoringCompanyunknown
factThe subject's own site
→ FreeBalanceCompanyunknown
factThe subject's own site
→ GlendaleCompanyunknown
factThe subject's own site
→ HerscanCompanyunknown
factThe subject's own site
→ International Litigation ServicesCompanyunknown
factThe subject's own site
→ Jaama LtdCompanyunknown
factThe subject's own site
→ LecorpioCompanyunknown
factThe subject's own site
→ Ania AlievCompanyunknown
factThe subject's own site
and 12 more

Firm member (1)

→ Next CoastFirmAnchor adviser
factDFX's own graph

Manages (2)

→ Next Coast Eta Entrepreneurs Fund I, L.P.FundPrivate Equity Fund
Mar 29, 2023 to presentfactForm ADV
→ Next Coast Eta I, L.P.FundVenture Capital Fund
Mar 25, 2021 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 8, 2024
Person left
Jonathan B. Kaplan (Chief Compliance Officer / Chief Operating Officer) no longer on Schedule A of Next Coast Ventures, LLC
Form ADVobserved 6 days ago
Occurred
May 1, 2024
Person joined
Kaitlyn Debernardo joined Schedule A of Next Coast Ventures, LLC as Chief Compliance Officer/ Chief Operating Officer
Form ADVobserved 6 days ago
Occurred
Jul 1, 2019
Person joined
Jonathan B. Kaplan joined Schedule A of Next Coast Ventures, LLC as Chief Compliance Officer / Chief Operating Officer
Form ADVobserved 6 days ago
Occurred
May 26, 2016
Adviser first adv filing
Next Coast Ventures, LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 6 days ago

Show 3 bookkeeping events

Occurred
Apr 30, 2026
Next Coast Ventures, LLC: Private Equity Funds on Form ADV 2 (2024 extract) -> 0 (roster 2026-09-01)
Occurred
Mar 29, 2023
Next Coast Eta Entrepreneurs Fund I, L.P. first reported on Form ADV by Next Coast Ventures, LLC (Private Equity Fund), GAV $1,202,179
Occurred
Mar 25, 2021
Next Coast Eta I, L.P. first reported on Form ADV by Next Coast Ventures, LLC (Venture Capital Fund), GAV $24,400,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

William Kuntz
Operating Partner · Revealable: 1 professional profile (firm website)
Richard H. Taketa
Operating Partner · Revealable: 1 professional profile (firm website)
Wei-Lin Lee
Operating Partner · Revealable: 1 professional profile (firm website)
Mark Mullins
Operating Partner · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Michael Anthony Smerklo (Managing Member), Charles Thomas Ball (Managing Member), Kaitlyn Debernardo (Chief Compliance Officer/ Chief Operating Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:c8b66f8c-c827-4b67-a99a-1f292ff1067c
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Next Coast Ventures, LLC

Private Equity

Austin, TX

Providing ambitious future CEOs with the capital, technology, and operational support they need to fulfill their dreams of growing a great business.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:c8b66f8c-c827-4b67-a99a-1f292ff1067c

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.