DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
N•••••• G••••• P•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Mar 29, 2022 · 5 filings
SEC status approved since Apr 29, 2022
RAUM
$294M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$294M as of Mar 30, 2026
Mar 26, 2023$165M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 26, 2023$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 26, 20230 then
Employees (5.A)15 as of Mar 30, 2026
Mar 26, 20239 then
Private funds8 as of Mar 30, 2026
Mar 26, 20234 then
RAUM -32% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $36.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -32%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $294M, 8 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$294M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $294M for 8 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| N•••••• G••••• P••••••• F••• I• L• | Private Equity Fund | $106M | 99 | Aug 15, 2016 |
| N•••••• G••••• P••••••• F••• I•• L• | Private Equity Fund | $95.2M | 75 | Mar 25, 2021 |
| N•••••• G••••• P••••••• F••• I•••• L• | Private Equity Fund | $19.5M | 46 | Mar 25, 2021 |
| N•• I• A•• C••••••••• L• | Private Equity Fund | $14.2M | 2 | Mar 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- O•••••••• B•••• · Managing Membercontrolsince 06/2016 · owns 75% or more
- H••••••• R••••••• M••••• · Chief Compliance Officer And Chief Financial Officersince 12/2017 · owns less than 5%
Related persons
Schedule D 7.A
- N•••••• G••••• P••••••• F••• I• G•• L•pooled vehicle sponsory
- N•••••• G••••• P••••••• F••• I• U••• L••pooled vehicle sponsory
- N•••••• G••••• P••••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Nashville, TN2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $433,352,655 to $293,707,610 (-32.0%) between the annual amendments of 2025-03-26 and 2026-03-30; the peer median change was +4.0% (1147 comparable advisers, 8.0th percentile of changes)peers: asset managers, $100M to $500M (1,147) · 7.9% percentile
What changed
consecutive filings, newest first
- Assets in custody · $433M to $294MMar 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $433M to $294MMar 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $433M to $294MMar 26, 2025 to Mar 30, 2026
- RAUM · $433M to $294MMar 26, 2025 to Mar 30, 2026
- Accounts · 4 to 8Mar 27, 2024 to Mar 26, 2025
- Advisory employees · 4 to 5Mar 27, 2024 to Mar 26, 2025
- Pooled vehicle clients · 4 to 8Mar 27, 2024 to Mar 26, 2025
- Assets in custody · $235M to $433MMar 27, 2024 to Mar 26, 2025
- Employees · 11 to 15Mar 27, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 26, 2025
- Private funds · 4 to 8Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $235M to $433MMar 27, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $235M to $433MMar 27, 2024 to Mar 26, 2025
- RAUM · $235M to $433MMar 27, 2024 to Mar 26, 2025
- Assets in custody · $165M to $235MMar 26, 2023 to Mar 27, 2024
- Employees · 9 to 11Mar 26, 2023 to Mar 27, 2024
- Other offices · 0 to 1Mar 26, 2023 to Mar 27, 2024
- Discretionary RAUM · $165M to $235MMar 26, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $165M to $235MMar 26, 2023 to Mar 27, 2024
- RAUM · $165M to $235MMar 26, 2023 to Mar 27, 2024
- Advisory employees · 5 to 4Mar 29, 2022 to Mar 26, 2023
- Assets in custody · $174M to $165MMar 29, 2022 to Mar 26, 2023
- Employees · 8 to 9Mar 29, 2022 to Mar 26, 2023
- Private funds · 8 to 4Mar 29, 2022 to Mar 26, 2023
- Discretionary RAUM · $174M to $165MMar 29, 2022 to Mar 26, 2023
- Pooled vehicle RAUM · $174M to $165MMar 29, 2022 to Mar 26, 2023
- RAUM · $174M to $165MMar 29, 2022 to Mar 26, 2023
Signals
3 dated events
- N•••••• G••••• P•••••••• L•• reported RAUM $293.7M, down 32% from $433.4M (2025-03-26 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- N•••••• G••••• P•••••••• L•• reported RAUM $433.4M, up 85% from $234.7M (2024-03-27 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- N•••••• G••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Mar 29, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- N•••••• G••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- N•••••• G••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/nextgen-growth-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- N••••••GP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (312) 882-8998reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026