NEXTGEN GROWTH PARTNERS, LLC

656 W Randolph Street
Suite 4w
Chicago, Illinois 60661
Tel: (312) 882-8998

About NEXTGEN GROWTH PARTNERS, LLC

NEXTGEN GROWTH PARTNERS, LLC, formally registered with the SEC as NEXTGEN GROWTH PARTNERS, LLC. The firm was established in 04/29/2022. They have over 2 offices throughout the country.

NEXTGEN GROWTH PARTNERS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $234,655,766 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285024
SEC#	801-124797
Assets Managed by Firm	$234,655,766
No. of Clients	4
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (PORTFOLIO COMPANY MANAGEMENT FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$234,655,766

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