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Trustee of the Nece Family Trust · Next Legacy Management, LLC

Ryan C Nece

CRD 5824675 · Named on Form ADV at one SEC-registered adviser

At a glance

Next Legacy Management, LLC, an SEC-registered private fund adviser based in Portola Valley, CA with $4.4 billion in regulatory assets, lists Ryan C Nece on its Form ADV as Trustee of the Nece Family Trust, a control person.

Firms and roles

AtlasMembers

Ryan’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.