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
- Investment Companies99.78%
- Insurance Companies0.22%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
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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