NXSTEP INVESTMENT ADVISORS, LP
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 326574
- Registered since
- April 19, 2023
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Christopher Earthman
Co-Founder and Managing DirectorCRD 7728093
ROBERT MCDONALD
Co-Founder and Managing DirectorCRD 7728086
Cole Arledge
Co-Founder & Managing DirectorCRD 6900590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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