NXG Investment Management

RIASEC Registered
Total AUM
$1.8B
Discretionary
$1.7B
100% of AUM
Avg account
$292M
Accounts
6
Employees
10
Advisory reps
5

Firm details

Headquarters
Dallas, Texas
CRD number
131517
Registered since
June 17, 2004
Custodians
PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies97.86%
  • Pooled Investment Vehicles1.72%
  • Pension & Profit Sharing Plans0.42%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

NXG Investment Management is a limited partnership that operates as a hedge fund manager and is SEC registered (first registered in 2004). The firm serves institutional clients and combines percentage-of-AUM and performance-based fee structures. Its regulatory and operating profile includes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor/GP/managing member of pooled investment vehicles. Advisory services cover portfolio management for individuals and small businesses, registered investment companies, and pooled investment vehicles. The firm also identifies itself as an active ESG investor. Ownership is listed as a mix of domestic entity and individual interests. NXG is not positioned as a capital allocator; rather, it runs proprietary strategies and sponsors at least one pooled vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

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
1 Energy Sq Greenville Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth