SourcingSourcing

NEXT LEVEL PRIVATE LLC

C34
CRD 313247·SEC 801-122122·HARRISON, NY
AUM
$1.37B
$1B+
Est. Revenue
$13.7M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEXT LEVEL PRIVATE LLC
CRD
313247
SEC file #
801-122122
EIN
863430938
DBA names
—

Economics

AUM
$1.37B
AUM band
$1B+
AUM trajectory
'22'26
$640.4M → $1.37B▲ +114%
Client mix
Individuals Other571
Individuals High Net Worth228
Pension Profit Sharing Plans34
Corporations8

Operations

Employees (total)
16
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'22'26
1 advisors → 10 advisors▲ +900%
Primary office
HARRISON NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/next-level-private(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MITCHELL, BARRY, PETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MITCHELL, BARRY, PETER
Mitchell, Elisabeth, Magnus
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:nextlevel.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
1,389
Form 5500 Compensation Trajectory 3y
20251,389
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
1,389
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001910366
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-11
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001951757-26-000708

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
500 MAMRONEK AVENUESUITE 501HARRISON, NY 10528
Business
500 MAMRONEK AVENUESUITE 501HARRISON, NY 10528
Edgar EIN
863430938
Edgar Recent Filings
13F-HR2026-04-23 · 0001951757-26-000708
13F-HR2026-01-07 · 0001951757-26-000014
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1807506
Trust Company Affiliate
No

People (16)

16
MITCHELL, BARRY, PETER
IAR · Direct Owner · 87.5%
1807506
Mitchell, Elisabeth, Magnus
Direct Owner · 17.5%
7890451
Bluvol, Catherine, Marie
Executive Officer · 2.5%
7347379
John Michael Kenney
IAR
7953553
WILLIAM Joseph SULLIVAN
IAR
4724048
JOSEPH BLANEY
IAR
1869917
Thomas George Elliott
IAR
7992030
Stephen Michael Bohmert
IAR
8159303
MAGGIE Bonner SMITH
IAR
2773996
Simon Mark Hudson
IAR
8093207
Philip Andrew Johanson
IAR
1768736
RUSSELL STEPHEN BAKER
IAR
1551599
JEAN TOBIN RIORDAN
IAR
2138296
GARY J RANIOLO
IAR
6121638
Matthew James Giller
IAR
2185571
JENNIFER Gilman PICHE
IAR
3155786