Next Level Private Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.2B
- Clients
- 841
- Avg AUM / client
- $1.6M
- Accounts
- 2,693
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 571 | $269M | 19.6% |
| High net worth individuals | 228 | $968M | 70.7% |
| Pension and profit sharing plans | 34 | $125M | 9.15% |
| Charitable organizations | Fewer than 5 | $1.8M | 0.13% |
| Corporations and other businesses | 8 | $5.6M | 0.41% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| B. A. T. Retirement Fund Local Union 514 | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bluvol, Catherine, Marie | Chief Operating Officer / Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Barry Peter Mitchell | Managing Member / Managing Principal | Sep 2021 (5y) | 75% or more | |
| Mitchell, Elisabeth, Magnus | Managing Member | Sep 2021 (5y) | 10% – 25% | |
| Gary J Raniolo | Registered representative | Sep 2021 (5y) | ||
| Jennifer Gilman Piche | Registered representative | Sep 2021 (5y) | ||
| Philip Andrew Johanson | Registered representative | Sep 2021 (5y) | ||
| Maggie Bonner Smith | Registered representative | Sep 2021 (5y) | ||
| Russell Stephen Baker | Registered representative | May 2022 (4y) | ||
| William Joseph Sullivan | Registered representative | Aug 2022 (4y) | ||
| John Michael Kenney | Registered representative | Jul 2024 (2y) | ||
| Joseph Blaney | Registered representative | Aug 2024 (2y) | ||
| Matthew James Giller | Registered representative | Dec 2024 (2y) | ||
| Thomas George Elliott | Registered representative | Mar 2025 (1y) | ||
| Simon Mark Hudson | Registered representative | May 2025 (1y) | ||
| Jean Tobin Riordan | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| B. A. T. Retirement Fund | Local Union 514 | 249 | $2.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 916 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $1.2B (89% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗