Nexpoint Advisors, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$131M
Discretionary
$131M
100% of AUM
Avg account
$32.8M
Accounts
4
Employees
67
Advisory reps
5

Firm details

Headquarters
Dallas, Texas
CRD number
163564
Registered since
May 18, 2012
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles41.06%
  • Business Development Companies29.42%
  • Investment Companies22.66%
  • Corporations / Businesses6.87%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nexpoint Advisors, L.P. is a limited partnership operating as an institutional registered investment adviser. The firm registered with the SEC in 2012 and is organized to serve institutional clients on a percentage-of-AUM fee basis. Its regulated activities include acting as a CPO/CTA and providing portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Nexpoint Advisors reports affiliations across the financial services ecosystem (broker‑dealer, other investment adviser, banking/thrift, insurance company) and also serves in sponsor/GP or managing‑member roles for pooled vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • Stephanie Vitiello

    Stephanie Vitiello

    Chief Compliance OfficerCRD 7432113

Contacts

3 of 4
  • James Dondero

    James Dondero

    President and ChairmanCRD 2477893

  • Frank Waterhouse

    Frank Waterhouse

    TreasurerCRD 2960256

  • Dustin Norris

    Dustin Norris

    President and Head of DistributionCRD 6624477

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth