NEXT LEVEL PRIVATE LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.37B |
| Discretionary | $1.24B91% of AUM |
| Non-Discretionary | $125.4M |
| Client Accounts | 2,693 |
| Avg Account Size | $509K |
| Employees | 16 |
| Peak AUM | $1.37BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +29.9% | +28.6% | — | |
| Discretionary AUM | $1.2B | ||||
Key Metrics
| Total AUM | $1.37B |
| Discretionary | $1.24B |
| Employees | 16 |
| Client Accounts | 2693 |
| Client Range | 101-250 |
Contact & Location
Address
500 MAMARONECK AVENUE
HARRISON NY 10528
Phone
(914) 431-5255
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.2B
90.8% of AUM
Non-Discretionary
$125M
9.2% of AUM
Disc. mix ▼ 3.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Pension Consultant