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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

NEXTGEN GROWTH PARTNERS, LLC

CRD 285024

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:751839a0-07ca-9b02-6d26-c9194a4b68d7

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 2
Observed: Mar 29, 2022 to Mar 30, 2026
5 observations

Across DFX

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

Private Equityidentity

Nextgen Growth Partners, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Nextgen Growth Partners, LLC

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $294MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $294M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 8
Individual clients: 0
High net worth clients: 0
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $294M
SEC number: 801-124797
CIK: 1678279
CRD: 285024
Filings on the tape: 5
First filed: Mar 29, 2022
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: nextgengp.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
NEXTGEN GROWTH PARTNERS FUND I, LP	Private Equity Fund	$106M	Mar 27, 2024	99	Aug 15, 2016	reported	021-266072
NEXTGEN GROWTH PARTNERS FUND II, LP	Private Equity Fund	$95.2M	Mar 27, 2024	75	Mar 25, 2021	reported	021-366233
NEXTGEN GROWTH PARTNERS FUND II-B, LP	Private Equity Fund	$19.5M	Mar 27, 2024	46	Mar 25, 2021	reported	021-366231
NGP II ABD CO-INVEST, LP	Private Equity Fund	$14.2M	Mar 27, 2024	2	Mar 29, 2022	reported	021-418522

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
O'CONNOR, BRIAN	MANAGING MEMBER	E	yes	06/2016	Mar 29, 2022	Mar 27, 2024
Herrick, Richard, Marvin	CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER	Na	no	12/2017	Mar 29, 2022	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NEXTGEN GROWTH PARTNERS FUND II GP, LP	n/a	n/a	n/a	Y	yes	n/a
NEXTGEN GROWTH PARTNERS FUND II UGP, LLC	n/a	n/a	n/a	Y	yes	n/a
NEXTGEN GROWTH PARTNERS GP, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Nashville	Tn	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$294M	$294M	15	5	1	8	n/a
2024	Mar 26, 2025	$433M	$433M	15	5	1	8	n/a
2023	Mar 27, 2024	$235M	$235M	11	4	1	4	$235M
2022	Mar 26, 2023	$165M	$165M	9	4	0	4	$165M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$294M	$433M	-32.2%	$165M	21.3%	15	15	1	1

Relationships

Advises (4)

→ NEXTGEN GROWTH PARTNERS FUND II, LPPrivate fundPrivate Equity Fund, IA
Mar 25, 2021 to presentfactForm ADV
→ NEXTGEN GROWTH PARTNERS FUND II-B, LPPrivate fundPrivate Equity Fund, IA
Mar 25, 2021 to presentfactForm ADV
→ NEXTGEN GROWTH PARTNERS FUND I, LPPrivate fundPrivate Equity Fund, IA
Aug 15, 2016 to presentfactForm ADV
→ NGP II ABD CO-INVEST, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2022 to presentfactForm ADV

Owns (1)

← Herrick, Richard, MarvinOwnerCHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 29, 2022 to Mar 27, 2024factForm ADV

Controls (1)

← O'CONNOR, BRIANOwnerMANAGING MEMBER, ownership code E, individual
Mar 29, 2022 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Nextgen Growth Partners, Llc reported RAUM $293.7M, down 32% from $433.4M (2025-03-26 to 2026-03-30)
Form ADVobserved 5 days ago
$-140M
Occurred
Mar 26, 2025
Regulatory AUM changed
Nextgen Growth Partners, Llc reported RAUM $433.4M, up 85% from $234.7M (2024-03-27 to 2025-03-26)
Form ADVobserved 5 days ago
$199M
Occurred
Mar 29, 2022
First Form ADV filing
Nextgen Growth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:751839a0-07ca-9b02-6d26-c9194a4b68d7
First observed: Mar 29, 2022
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
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.

NEXTGEN GROWTH PARTNERS, LLC

CRD 285024

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:751839a0-07ca-9b02-6d26-c9194a4b68d7

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NEXTGEN GROWTH PARTNERS FUND I, LP

Private Equity Fund

$106M

Mar 27, 2024

Aug 15, 2016

reported

021-266072

NEXTGEN GROWTH PARTNERS FUND II, LP

Private Equity Fund

$95.2M

Mar 27, 2024

Mar 25, 2021

reported

021-366233

NEXTGEN GROWTH PARTNERS FUND II-B, LP

Private Equity Fund

$19.5M

Mar 27, 2024

Mar 25, 2021

reported

021-366231

NGP II ABD CO-INVEST, LP

Private Equity Fund

$14.2M

Mar 27, 2024

Mar 29, 2022

reported

021-418522

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

O'CONNOR, BRIAN

MANAGING MEMBER

yes

06/2016

Mar 29, 2022

Mar 27, 2024

Herrick, Richard, Marvin

CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER

12/2017

Mar 29, 2022

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NEXTGEN GROWTH PARTNERS FUND II GP, LP

n/a

yes

n/a

NEXTGEN GROWTH PARTNERS FUND II UGP, LLC

n/a

yes

n/a

NEXTGEN GROWTH PARTNERS GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Nashville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$294M

n/a

2024

Mar 26, 2025

$433M

n/a

2023

Mar 27, 2024

$235M

2022

Mar 26, 2023

$165M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$294M

$433M

-32.2%

$165M

21.3%