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Nexannuity Asset Management, L.P.

● SEC registered since 2021CRD 309748SEC# 801-120313Dallas, TX
Export (members)
Reg. AUM
$600.4M
Employees
2
Accounts
3
Location
Dallas, TX

Nexannuity Asset Management, L.P. assets under management

Nexannuity Asset Management, L.P. is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2021. It reports $600.4 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/nexannuity/posts/?feedview=allView on SEC.gov ↗

Nexannuity Asset Management, L.P. owners & executives

6 reported
NameTitleOwnershipSince
Bradford Burman Heiss ControlPresident And CioUnder 5%2023
Nexannuity Asset Management GP, LLC ControlGeneral PartnerUnder 5%2021
Nexannuity Holdings, Inc. ControlLimited PartnerOver 75%2021
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Frequently asked questions

How much does Nexannuity Asset Management, L.P. manage?

Nexannuity Asset Management, L.P. reports $600.4 million in regulatory assets under management on its Form ADV.

How many employees does Nexannuity Asset Management, L.P. have?

Nexannuity Asset Management, L.P. reports 2 employees.

Where is Nexannuity Asset Management, L.P. located?

Nexannuity Asset Management, L.P. is based in Dallas, TX and has been SEC-registered since 2021.

Does Nexannuity Asset Management, L.P. disclose fund performance?

Nexannuity Asset Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Crescent Court, Suite 700, Dallas, TX 75201
Phone214-276-6300
Fax214-853-5137
Office hours8a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$600.4M
Non-discretionary$0
Total (RAUM)$600.4M