CEO, Managing Partner, Limited Partner · Next Horizon Capital
Mathew J. Lori
CRD 7929723 · Named on Form ADV at one SEC-registered adviser
At a glance
Next Horizon Capital, an SEC-registered private fund adviser based in SAN Francisco, CA with $506 million in regulatory assets, lists Mathew J. Lori on its Form ADV as CEO, Managing Partner, Limited Partner, a control person.
Firms and roles
- Next Horizon CapitalCEO, Managing Partner, Limited PartnerPrivate fund adviser · SAN Francisco, CA · $506M in regulatory assets
AtlasMembers
Mathew’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Nicholas D. CafferilloChief Compliance Officer, Next Horizon Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mathew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.