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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Palo Alto, CA HQ: Palo Alto, CA

Next Legacy Management, LLC

$3.8B Total AUM · Institutional LP profile covering 7 historical fund disclosure records ($2.60B parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
7
5 Open Source Trails Below
Sum of Disclosed Rows
$2.60B
Total AUM: $3.8B
Median Disclosed Amount
$470.8M
Range: $16.3M – $615.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/7)
1 Gatekeepers · 1 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Next Legacy Management, LLC

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 7 total tracked records (+2 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Legacy Venture VII, LLCAdviser 7.B Vehicle Fund of Funds 2024
$615.4M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Legacy Venture VIII, LLCAdviser 7.B Vehicle Fund of Funds 2024
$560.6M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Legacy Venture IX, LLCAdviser 7.B Vehicle Fund of Funds 2024
$473.7M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Legacy Venture XI, LLCAdviser 7.B Vehicle Fund of Funds 2024
$470.8M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Legacy Venture VI (Qp), LLCAdviser 7.B Vehicle Fund of Funds 2024
$326.0M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Next Legacy Management, LLC

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Next Legacy Management, LLC

7 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Next Legacy Management, LLC (6 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

The Lowell Institute

Private Foundation Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Legacy Venture VIII (2024 Vintage)
Next Legacy Management, LLC: $560.6M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
The Lowell Institute: $2.1M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Additional shared vehicles: Legacy Venture IX (2024 Vintage) · Legacy Venture XI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

The Pilgrim Foundation

Private Foundation Wilmington, DE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Legacy Venture XI (2024 Vintage)
Next Legacy Management, LLC: $470.8M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
The Pilgrim Foundation: $372K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Additional shared vehicles: Legacy Venture VI Qp LLC (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

Rx Foundation

Private Foundation Hadley, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Legacy Venture XI (2024 Vintage)
Next Legacy Management, LLC: $470.8M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Rx Foundation: $238K (Carrying Value (Form 990 / 990-PF)) · TY2024 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →

+4 Additional Institutional LPs Report Shared Vehicles with Next Legacy Management, LLC

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Next Legacy Management, LLC

You are viewing 5 open public preview records (out of 7 total tracked records for Next Legacy Management, LLC) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 7 tracked historical disclosure records (+2 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (7 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

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Strategies Disclosed by Next Legacy Management, LLC

Fund of Funds LPs →

Frequently Asked Questions: Next Legacy Management, LLC

What type of institutional allocator is Next Legacy Management, LLC and what is their typical disclosed ticket size?

Next Legacy Management, LLC is categorized under Family Office / MFO (Regional Roadshow Hub: Palo Alto, CA; Headquarters: Palo Alto, CA). Across 7 historical disclosure records tracked on Prilago ($2.60B total parsed USD across disclosed rows), the median disclosed amount is $470.8M (range: $16.3M to $615.4M).

Which private-market strategies appear in Next Legacy Management, LLC's public disclosures?

Next Legacy Management, LLC has disclosed records across Fund of Funds. Open preview records include Legacy Venture VII, LLC (2024 Vintage), Legacy Venture VIII, LLC (2024 Vintage), Legacy Venture IX, LLC (2024 Vintage), Legacy Venture XI, LLC (2024 Vintage).

How are Next Legacy Management, LLC's historical records substantiated and separated from active searches on Prilago?

Records for Next Legacy Management, LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Next Legacy Management, LLC's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/next-legacy-management-llc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Next Legacy Management, LLC?

In Prilago's bilateral commitment graph, Next Legacy Management, LLC shares resolved underlying fund vehicles with 7 institutional LPs across 6 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include The Lowell Institute (3 shared vehicles, e.g. Legacy Venture VIII (2024 Vintage)), The Pilgrim Foundation (2 shared vehicles, e.g. Legacy Venture XI (2024 Vintage)), Rx Foundation (1 shared vehicle, e.g. Legacy Venture XI (2024 Vintage)).

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