DFX Intelligence

Data Factory

Private equityFirmbuyoutlower middle market

Next Management Advisors, LLC

Private Equity

New York, NY

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:f3ddc394-07ac-432a-9dc5-cd794d5c122d

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 9
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
30 observations

Across DFX

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

Independent Sponsorsidentity

Next Management Advisors, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

NEXT MANAGEMENT ADVISORS, 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: 2024 to 2024
PE GAV, 2024 filing: $302Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $372M
Investments: 6
Active investments: 5
Size band: LOWER MIDDLE MARKETderivedproxy: $0.30bn Private Equity Fund GAV on the Form ADV filed 2024-08-06
Latest ADV filing: Aug 6, 2024
Employees (ADV): 5
Website: next-investors.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Next Investors, LLC	2024	Unknown	Private Equity Fund	n/a	$85.7M	0
Next Investors II, LP	2024	Unknown	Private Equity Fund	n/a	$216M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
Continue	n/a	unknown	unknown	n/a	n/a	active
Next Investors II	n/a	unknown	unknown	n/a	n/a	active
Carta	n/a	unknown	unknown	n/a	n/a	active
Asset @2x	n/a	unknown	unknown	n/a	n/a	active
* see footnote	n/a	unknown	unknown	n/a	n/a	active
Upside Creative	n/a	unknown	unknown	n/a	n/a	exited

Relationships

Employs (11)

→ Susan Roth KatzkePerson• Former Managing Director, Credit Suisse
factThe subject's own site
→ Mario ZebicPerson• Senior Managing Director, Truist
factThe subject's own site
→ Todd SandozPerson• Co-Head of Equities, Barclays
factThe subject's own site
→ Anthony AbenantePerson• Global Head of Equities, Credit Suisse / UBS
factThe subject's own site
→ Richard SpitlerPerson• Co-Founder & Co-CEO, Curinos / Novantas
factThe subject's own site
→ Bina KalolaPerson• Founder, BK & Co.
factThe subject's own site
→ Ilan NissanPerson• Head of Private Equity / M&A, Goodwin Procter
factThe subject's own site
→ Rishi NangaliaPerson• Founding Partner, OPCO Advisory
factThe subject's own site
→ Rajan VigPerson• CEO, RV Ventures
factThe subject's own site
→ Alan Howard FreudensteinPersonPartner
Dec 1, 2022 to presentfactForm ADV
→ Gregory Michael GrimaldiPersonPartner And Chief Compliance Officer
Dec 1, 2022 to presentfactForm ADV

Invested in (6)

→ Asset @2xCompanyunknown
factThe subject's own site
→ Upside CreativeCompanyunknown
factThe subject's own site
→ ContinueCompanyunknown
factThe subject's own site
→ Next Investors IICompanyunknown
factThe subject's own site
→ CartaCompanyunknown
factThe subject's own site
→ * see footnoteCompanyunknown
factThe subject's own site

Manages (2)

→ Next Investors, LLCFundPrivate Equity Fund
Mar 22, 2024 to presentfactForm ADV
→ Next Investors II, LPFundPrivate Equity Fund
Mar 22, 2024 to presentfactForm ADV

Dated events

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

Occurred
May 18, 2026
Firm news
NEXT Investors Invests in Transient AI Series A to Advance AI Innovation in Regulated Capital Markets
The subject's own siteobserved 2 days ago
Occurred
Nov 6, 2024
Firm news
Greg Grimaldi Speaks at 6th Annual Beryl Elites Alternative Investments & Data Revolution Conference
The subject's own siteobserved 2 days ago
Occurred
Sep 20, 2024
Firm news
NeoXam to Acquire EZOPS, Expanding Global FinTech Reach
The subject's own siteobserved 2 days ago
Occurred
Jan 17, 2023
Adviser first adv filing
Next Management Advisors, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 5 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Pitchbook Names NEXT Investors a Top 10 Private Equity Growth/Expansion Fund for 2025
First seen by DFX
Sep 17, 2026
date not stated
Pitchbook Names NEXT Investors a Top 10 Private Equity Growth/Expansion Fund for 2024
Occurred
Apr 21, 2026
Next Management Advisors, LLC: Private Equity Funds on Form ADV 2 (2024 extract) -> 3 (roster 2026-09-01)
Occurred
Mar 22, 2024
Next Investors, LLC first reported on Form ADV by Next Management Advisors, LLC (Private Equity Fund), GAV $84,611,000
Occurred
Mar 22, 2024
Next Investors II, LP first reported on Form ADV by Next Management Advisors, LLC (Private Equity Fund), GAV $201,775,000

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), 2 work emails (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Susan Roth Katzke (• Former Managing Director, Credit Suisse), Mario Zebic (• Senior Managing Director, Truist), Todd Sandoz (• Co-Head of Equities, Barclays), Anthony Abenante (• Global Head of Equities, Credit Suisse / UBS), Richard Spitler (• Co-Founder & Co-CEO, Curinos / Novantas), Bina Kalola (• Founder, BK & Co.), Ilan Nissan (• Head of Private Equity / M&A, Goodwin Procter), Rishi Nangalia (• Founding Partner, OPCO Advisory), Rajan Vig (• CEO, RV Ventures), Alan Howard Freudenstein (Partner), Gregory Michael Grimaldi (Partner And Chief Compliance 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:f3ddc394-07ac-432a-9dc5-cd794d5c122d
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 Management Advisors, LLC

Private Equity

New York, NY

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:f3ddc394-07ac-432a-9dc5-cd794d5c122d

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Next Investors, LLC

2024

Unknown

Private Equity Fund

n/a

$85.7M

Next Investors II, LP

2024

Unknown

Private Equity Fund

n/a

$216M

Company

State

Role

Control

Invested

Exited

Status

Continue

n/a

unknown

n/a

active

Next Investors II

n/a

unknown

n/a

active

Carta

n/a

unknown

n/a

active

Asset @2x

n/a

unknown

n/a

active

* see footnote

n/a

unknown

n/a

active

Upside Creative

n/a

unknown

n/a

exited