Danielle Emily Udland
Investment adviser representative at Next Capital Management LLC
11 yearsExperience
1 stateRegistered in
$2.1BFirm assets
27 yearsFirm in business
Are you Danielle Emily Udland? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Next Capital Management LLCDec 2025 to now
- UnemployedJul 2025 to Dec 2025
- Declaration PartnersApr 2022 to Jul 2025
- Apollo Global ManagementMar 2019 to Mar 2022
- JP MorganJun 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Next Capital Management LLC
$2.1BAssets managed
320Clients
10Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6987304
- Firm CRD
- 110793