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
  • Pooled Investment Vehicles99.78%
  • Insurance Companies0.22%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

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

    David Holt

    Chief Compliance OfficerCRD 2426935

  • Stephanie Vitiello

    Stephanie Vitiello

    Chief Compliance OfficerCRD 7432113

Contacts

1 of 1
  • Bradford Heiss

    Bradford Heiss

    Executive Vice PresidentCRD 4833833

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth