Nexpoint Insurance Solutions, L.P.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 301997
- Registered since
- August 19, 2019
- Website
- www.nexpoint.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles99.78%
- Insurance Companies0.22%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nexpoint Insurance Solutions, L.P. is a limited partnership that registered with the SEC in 2019 and serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it charges fees as a percentage of assets under management. It is not positioned as a capital allocator to external managers; rather, its activities align with managing assets directly and sponsoring or operating pooled vehicles. The firm identifies as a related adviser within a broader group of affiliated entities and reports ties to multiple industry roles — including broker-dealer activity, other investment-adviser functions, CPO/CTA roles, banking or thrift institution connections, insurer relationships, and sponsor/GP/managing-member responsibilities for pooled investment vehicles. Nexpoint Insurance Solutions does not list active ESG investing and is not set up as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents100%
Owners & executives
2 of 2
David Holt
Chief Compliance OfficerCRD 2426935
Stephanie 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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