A complete list of active advisors currently associated with Next Alpha Capital, LLC

Warmer can help you find a great advisor at Next Alpha Capital, LLC or one who fits your needs even better.

Next Alpha Capital is a state-registered investment adviser that has historically provided investment advice to pooled investment vehicles and similar institutional arrangements; however, as of December 31, 2024 the firm reported no pooled vehicles, no separately managed accounts, and no assets under management. The brochure indicates the firm limits its advisory services to specific types of investments and previously served as the general manager and investment adviser for a pooled vehicle that was wound down in 2024. The firm maintains written governance and compliance documents, including a detailed Code of Ethics and a Business Continuity/Disaster Recovery plan, and discloses that principals may trade for their own accounts. The brochure also notes that Next Alpha Capital withdrew its National Futures Association registrations as a CPO/CTA, reflecting a discontinuation of prior commodity-pool and futures advisory activities. Distinctive features include the firm’s current inactivity in managing client assets combined with an explicit absence of percentage-of-assets-under-management fees, a fee approach that is uncommon among peers in this category. The single-principal ownership structure and the firm’s documented compliance infrastructure, together with the recent winding down of its pooled vehicle and regulatory withdrawal, differentiate its current business profile from typical active investment managers.

To learn more about the advisors currently working at Next Alpha Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.