Partner · Next Management Advisors, LLC
Alan H. Freudenstein
CRD 2220630 · Named on Form ADV at one SEC-registered adviser
At a glance
Next Management Advisors, LLC, an SEC-registered private fund adviser based in New York, NY with $353 million in regulatory assets, lists Alan H. Freudenstein on its Form ADV as Partner, a control person.
Firms and roles
- Next Management Advisors, LLCPartnerPrivate fund adviser · New York, NY · $353M in regulatory assets
AtlasMembers
Alan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Gregory M. GrimaldiPartner and Chief Compliance Officer, Next Management Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.