Seeking Growth, Next Capital Management, with $750 Million in Client Assets, Joins Dynasty Financial Partners’ Network of Advisors

NYC-Based Firm has Extensive Experience in Estate Planning and Alternative Investments

NEW YORK--()--Dynasty Financial Partners is delighted to welcome the independent wealth management firm, Next Capital Management, to its Network of Advisors.

Next Capital Management is an independent, SEC Registered Investment Advisor that was founded in 1999 by Andrew Hart. Based in New York City, Next Capital Management has $750 million in client assets and a team of 13 professionals.

Andrew Hart is the founder and CEO of Next Capital Management. Prior to founding Next, Mr. Hart was a Vice President in the Private Client Services division of Goldman Sachs. During his eight years at Goldman Sachs, he oversaw a team that managed investments for high net worth individuals and families.

According to Mr. Hart, “At Next Capital Management, our focus is strategic growth. We realized that partnering with Dynasty would substantially improve our infrastructure and allow us to focus on serving clients and growing our business. By joining the Dynasty Network, we will now have access to better data and analytics about our business that will drive more thoughtful decision making in the future.”

According to Ed Swenson, Chief Operating Officer at Dynasty Financial Partners, “Our recent investments in our services and infrastructure have attracted some of the top RIAs who have been independent for many years. We are excited to continue to develop meaningful partnerships with firms like Next Capital, who we believe are capable of continued growth and success by leveraging our platform to better professionalize their businesses.”

Next Capital Management is a boutique firm whose size and talent are key advantages in providing highly personalized, family office-type services. The firm works predominately with high net worth individuals and families on the East Coast. The firm manages assets for business owners and successful professionals as well as trusts, pension and profit-sharing plans, and business entities. In addition to navigating the broad financial markets, their principals also have extensive experience in estate planning and alternative investments.

“We are delighted to welcome Andy and the entire Next Capital Management team to our Network,” said Shirl Penney, CEO of Dynasty Financial Partners. “Next Capital Management is significantly reinvesting in their business following a period of robust growth. We are looking forward to working with them as they increasingly differentiate their client offerings through customized solutions and niche investment allocations – and as they seek to foster a select group of like-minded advisors.”

Next Capital Management has formed strategic partnerships with Schwab Advisor Services and Dynasty Financial Partners for the robust analytics and operational support that will allow the firm to deliver objective and personalized service at the highest level.

Next Capital Management will engage with Dynasty on building out their technology, practice management, marketing and branding capabilities while streamlining their operations and investments platform.

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About Dynasty Financial Partners

Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.

Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida, Denver, San Francisco and Greater Metro Area of Washington D.C. Visit our website for more information:

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Twitter: @DynastyFP



Dynasty Public Relations
Sally Cates, 212-373-1000

Release Summary

Seeking Growth, Next Capital Management, with $750 Million in Client Assets, Joins Dynasty Financial Partners’ Network of Advisors


Dynasty Public Relations
Sally Cates, 212-373-1000