# Nexgen Investments LLC

> Nexgen Investments LLC is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 322604
- Filed as: NEXGEN INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322604
- AdvisorCensus page: https://advisorcensus.com/firm/nexgen-investments-llc-322604

## Quick answers

**How is Nexgen Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nexgen Investments LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Is Nexgen Investments LLC registered with the SEC or a state?**
Nexgen Investments LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322604.

**How much does Nexgen Investments LLC manage?**
Nexgen Investments LLC reports $44,852,363 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**What types of clients does Nexgen Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); corporations or other businesses not listed above (11); high net worth individuals (5).

**Does Nexgen Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322604

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $44,852,363
- Discretionary: $44,852,363
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $16,020,752 |
| High net worth individuals | 5 | $6,986,147 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 11 | $21,845,464 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nexgen-investments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nexgen Investments LLC (CRD 322604): Form ADV filing data as of October 2026.