NEXT WORLD ASSETS LLC

NEXT WORLD ASSETS LLC is an SEC-registered investment adviser (CRD 328070). Regulatory assets under management: $52.0M.

Registration

• CRD: 328070
• Type: Registered investment adviser
• Phone: 919-699-1964
• Latest filing: 2026-06-07
• Regulatory AUM: $52.0M
• Discretionary AUM: $52.0M
• Clients: 2
• Accounts: 1

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328070 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search