Dynasty Financial Partners adds $750 million RIA

Next Capital Management is led by a Goldman alum

Apr 17, 2017 @ 1:39 pm

By InvestmentNews

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Next Capital Management, a 13-person registered investment advisory firm in New York managing $750 million in assets, has joined Dynasty Financial Partners.

The firm, which was founded in 1999, is led by Andrew Hart, who formerly oversaw a team at the private client services division of Goldman Sachs. During his eight years at Goldman Sachs, Mr. Hart oversaw a team that managed investments for high-net-worth individuals and families.

(More: See all the latest moves in the InvestmentNews Advisers on the Move database)

In addition to the partnership with Dynasty, which provides services to RIA firms in the areas of technology, practice management and marketing, Next Capital is working with Schwab Advisor Services to develop analytic and operations tools.

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