NEXPOINT INSURANCE SOLUTIONS, L.P.

RIASEC RegisteredEst. 2019
Total AUM
$95.7M
Discretionary
$95.7M
100% of AUM
Avg account
$15.9M
Accounts
6
Employees
4
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
301997
Registered since
August 19, 2019
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.78%
  • Insurance Companies0.22%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nexpoint Insurance Solutions, L.P. is a limited partnership registered with the SEC in 2019 that provides portfolio management services focused on institutional clients, primarily businesses and insurance-related entities. The firm charges fees as a percentage of assets under management and functions as an adviser rather than a retail wealth manager. It is organized as a domestic entity with individual ownership elements and is identified as a related adviser to other entities within its corporate group. On the activity side, the firm does not present itself as an ESG-focused investor, is not a multi-state adviser, and does not position itself as a pension consultant. Its regulatory and industry footprint is broad: it is affiliated with broker-dealers, other investment advisers, commodity pool operators or commodity trading advisers, banking or thrift institutions, an insurance company, and it participates as a sponsor, general partner or managing member of pooled investment vehicles. That mix of affiliations suggests the firm operates both as an asset manager for institutional balance sheets and as a participant in pooled structures it helps sponsor or manage.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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