Nexannuity Asset Management, L.P.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 309748
- Registered since
- February 12, 2021
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies91.37%
- Investment Companies8.07%
- Corporations / Businesses0.56%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nexannuity Asset Management, L.P. is a limited partnership operating as an institutional registered investment adviser (SEC-registered in 2021) that manages portfolios for institutional clients and investment companies. The firm charges fees as a percentage of assets under management and focuses on portfolio management rather than acting as a capital allocator. It is owned by a domestic entity/individual structure and reports that it is not an active ESG investor, not a multi-state adviser, and not a pension consultant. Advisory services emphasize discretionary portfolio management for businesses, institutions and pooled investment vehicles. The firm’s regulatory filings also list affiliations across multiple financial-industry roles — including broker-dealer relationships, other investment adviser activity, CPO/CTA involvement, connections with banking/thrift and insurance entities, and acting as sponsor/GP/managing member of pooled vehicles — which suggests they both manage separate mandates and participate in sponsored or pooled structures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds62%
- Other20%
- Cash & Cash Equivalents7%
- Exchange Traded Equities6%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1Stephanie Vitiello
Chief Compliance OfficerCRD 7432113
Contacts
1 of 1
Bradford Heiss
Executive Vice PresidentCRD 4833833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 300 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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