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•••••• V••••••• ••• L••
Latest filing Mar 30, 2026
First filing on the tape Oct 5, 2021 · 10 filings
SEC status approved since Nov 16, 2022
RAUM
$1.7B
reported, Item 5.F
Discretionary
0.0%
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
8
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.7B as of Mar 30, 2026
Mar 31, 2023$1.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20230 then
Employees (5.A)8 as of Mar 30, 2026
Mar 31, 20236 then
Private funds: no history
RAUM +9.4% over the last fiscal year+20% 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
- $435MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%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
- +9.4%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, performance-basedreportedItem 5.E
- Advisory activities
- otherreportedItem 5.G
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••••• M••••••• N••••• · Partnercontrolsince 08/2022 · owns less than 5%
- P••••••• K•••••••• R•• · Partnercontrolsince 03/2023 · owns less than 5%
- L••••• J••••• H••••• · Ownercontrolsince 03/2018 · owns 75% or more of C•••••••• C•••••• A•
- S••••••••• T••••• N•• · Ownercontrolsince 03/2018 · owns 75% or more of H••••••• H•••••• A•
- S••••••••• A•••• S••••••• · Chief Compliance Officersince 09/2024 · owns less than 5%
Entity owners
- N•••••• I••••• L••• · Direct Ownerdirect · owns 75% or more
- C•••••••• C•••••• A• · Direct Ownerindirect · owns 25% to 50% of N•••••• I••••• L•••
- H••••••• H•••••• A• · Direct Ownerindirect · owns 25% to 50% of N•••••• I••••• L•••
Related persons
Schedule D 7.A
- N•••••• C•••••••• I• G• S•• R•••pooled vehicle sponsory
- N•••••• I••••• L•••investment adviserpooled vehicle sponsory
- N•••••• V• G• S•• R•••pooled vehicle sponsory
- N•••••• V•• G• S•• R•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 30, 2026discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $1B to $5B (1,506) · 0.0% percentile
What changed
consecutive filings, newest first
- Advisory employees · 5 to 6Mar 31, 2025 to Mar 30, 2026
- Employees · 7 to 8Mar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.6B to $1.7BMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.6B to $1.7BMar 31, 2025 to Mar 30, 2026
- RAUM · $1.6B to $1.7BMar 31, 2025 to Mar 30, 2026
- Accounts · 3 to 4Oct 10, 2024 to Mar 31, 2025
- Advisory employees · 3 to 5Oct 10, 2024 to Mar 31, 2025
- Pooled vehicle clients · 3 to 4Oct 10, 2024 to Mar 31, 2025
- Employees · 5 to 7Oct 10, 2024 to Mar 31, 2025
- Financial planning clients · unset to Oct 10, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.2B to $1.6BOct 10, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.2B to $1.6BOct 10, 2024 to Mar 31, 2025
- RAUM · $1.2B to $1.6BOct 10, 2024 to Mar 31, 2025
- Advisory employees · 4 to 3Mar 31, 2023 to Mar 29, 2024
- Employees · 6 to 5Mar 31, 2023 to Mar 29, 2024
- Other offices · 0 to 1Mar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.0B to $1.2BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.0B to $1.2BMar 31, 2023 to Mar 29, 2024
- RAUM · $1.0B to $1.2BMar 31, 2023 to Mar 29, 2024
- Advisory employees · 3 to 4Sep 12, 2022 to Mar 31, 2023
- Employees · 5 to 6Sep 12, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $1.2B to $1.0BSep 12, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.2B to $1.0BSep 12, 2022 to Mar 31, 2023
- RAUM · $1.2B to $1.0BSep 12, 2022 to Mar 31, 2023
- Accounts · 1 to 3Feb 2, 2022 to Sep 12, 2022
- Advisory employees · 2 to 3Feb 2, 2022 to Sep 12, 2022
- Pooled vehicle clients · 1 to 3Feb 2, 2022 to Sep 12, 2022
- Employees · 4 to 5Feb 2, 2022 to Sep 12, 2022
- Private funds · 1 to unsetFeb 2, 2022 to Sep 12, 2022
- Discretionary RAUM · $410M to $0Feb 2, 2022 to Sep 12, 2022
- Non-discretionary RAUM · $0 to $1.2BFeb 2, 2022 to Sep 12, 2022
- Pooled vehicle RAUM · $410M to $1.2BFeb 2, 2022 to Sep 12, 2022
- RAUM · $410M to $1.2BFeb 2, 2022 to Sep 12, 2022
- HQ city · ZURICH to BOSTONOct 5, 2021 to Nov 23, 2021
- HQ state · unset to MAOct 5, 2021 to Nov 23, 2021
Signals
9 dated events
- N•••••• V••••••• ••• L•• reported RAUM $1.6B, up 36% from $1.2B (2024-10-10 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Ruby Mai Megan Graziano (Director Of Operations; Chief Compliance Officer) no longer on Schedule A of N•••••• V••••••• ••• L•• (listed 2024-03-29, absent 2024-10-10)Oct 10, 2024 · Control person left · inference
- Alfred Scheidegger (Owner) no longer on Schedule A of N•••••• V••••••• ••• L•• (listed 2023-03-31, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Ram Kanishka Pothula (Partner) appeared on Schedule A of N•••••• V••••••• ••• L••Mar 31, 2023 · Control person joined · fact
- N•••••• V••••••• ••• L•• reported RAUM $1.2B, up 193% from $410.0M (2022-02-02 to 2022-09-12)Sep 12, 2022 · RAUM change · derived
- Ruby Mai Megan Graziano (Director Of Operations; Chief Compliance Officer) appeared on Schedule A of N•••••• V••••••• ••• L••Sep 12, 2022 · Control person joined · fact
- Christian Marco Weibel (Cco) no longer on Schedule A of N•••••• V••••••• ••• L•• (listed 2022-02-02, absent 2022-09-12)Sep 12, 2022 · Control person left · inference
- Jakob Loven (Owner) appeared on Schedule A of N•••••• V••••••• ••• L••Feb 2, 2022 · Control person joined · fact
- N•••••• V••••••• ••• L•• filed its initial SEC registration (Form ADV)Oct 5, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- N•••••• V••••••• ••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/nextech-invest-ltd.reportedpublic record, Form ADV, Sep 19, 2026
- Website
- n••••••.usreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (617) 807-0920reportedpublic 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