NXG Investment Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 131517
- Registered since
- June 17, 2004
- Website
- www.nxgim.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth 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
- 1 Energy Sq Greenville Ave
- Time zone
- CT (UTC-6)
- Office locations
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