NEXANNUITY ASSET MANAGEMENT, L.P.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 309748
- Registered since
- February 12, 2021
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies91.37%
- Investment Companies8.07%
- Corporations / Businesses0.56%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nexannuity Asset Management, L.P. is a limited partnership that registered with the SEC in 2021 and provides institutional portfolio management on a percentage-of-AUM fee basis. The firm’s advisory work is focused on portfolio management for investment companies and for businesses or institutional clients. It reports no active ESG program and is not designated as a capital allocator. Regulatory status items indicate it is not a multi-state adviser and does not identify as a pension consultant or related adviser. Filings and vendor data show Nexannuity maintains a broad set of industry roles beyond pure advisory work: affiliations include broker-dealer relationships, other registered investment adviser activity, CPO/CTA involvement, ties to banking or thrift institutions and insurance companies, and sponsor/GP roles for pooled investment vehicles. Those affiliations suggest the firm operates both as a manager and as a sponsor or service participant in pooled structures.
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
Asset composition
- Investment Grade Corp Bonds62%
- Other20%
- Cash & Cash Equivalents7%
- Exchange Traded Equities6%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1Stephanie Vitiello
Chief Compliance OfficerCRD 7432113
Contacts
1 of 1BRADFORD HEISS
Executive Vice PresidentCRD 4833833
Wealth 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
- 300 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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