NXSTEP INVESTMENT ADVISORS, LP

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
326574
Registered since
April 19, 2023

Firm profile

FINTRX

Overview

Nxstep Investment Advisors, LP is a limited partnership that operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm registered with the SEC in 2023 and is organized to originate and manage private investment funds rather than to act as a traditional wealth manager with retail advisory accounts. It is not designated as a capital allocator and does not identify as an active ESG investor. The adviser is classified as an unclassified entity under its regulatory snapshot and does not list pension consulting, related-adviser arrangements, or multi-state adviser status. Investment activity centers on closed-end pooled vehicles with a primary emphasis on real estate. As sponsor and GP, the firm’s responsibility set likely includes deal sourcing, fund formation, capital raising, and on-going asset and investor reporting functions consistent with manager-led real estate funds.

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

Contacts

3 of 3
  • Christopher Earthman

    Co-Founder and Managing DirectorCRD 7728093

  • ROBERT MCDONALD

    Co-Founder and Managing DirectorCRD 7728086

  • Cole Arledge

    Co-Founder & Managing DirectorCRD 6900590

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1700 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth