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 registered with the SEC in 2019 that operates as an institutional registered investment adviser serving institutional clients. The firm charges fees as a percentage of assets under management and delivers portfolio management services specifically for pooled investment vehicles and for businesses or other institutions. Although the firm is not designated as a capital allocator, its activities and regulatory affiliations indicate a broad set of capabilities: filings list relationships with broker-dealers, other investment advisers, CPOs/CTAs, banking or thrift institutions, an insurance company, and sponsors or general partners of pooled vehicles. The adviser is not an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant. Ownership is reported as a mix of a domestic entity and an individual, and the adviser is flagged as a related adviser within a broader group of affiliated entities.
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
- 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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