NEXPOINT ASSET MANAGEMENT, L.P.

RIASEC RegisteredEst. 2009
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$553M
Accounts
5
Employees
6
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
149653
Registered since
March 24, 2009
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Nexpoint Asset Management, L.P. is a limited partnership that has been registered with the SEC since 2009 and serves primarily institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for investment companies among its advisory activities. It is registered or affiliated in several capacities beyond traditional investment advisory work—CPO/CTA is cited, and the firm has relationships that include broker-dealer, banking, insurance, and sponsor/GP roles for pooled investment vehicles. Nexpoint does not describe itself as an active ESG investor and is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Stephanie Vitiello

    Chief Compliance OfficerCRD 7432113

Contacts

3 of 4
  • JAMES DONDERO

    President and ChairmanCRD 2477893

  • DUSTIN NORRIS

    President and Head of DistributionCRD 6624477

  • FRANK WATERHOUSE

    TreasurerCRD 2960256

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth