Nexpoint Insurance Solutions, L.P.

RIASEC RegisteredEst. 2019
Total AUM
$95.7M
Discretionary
$95.7M
100% of AUM
Avg account
$15.9M
Accounts
6
Employees
4
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
301997
Registered since
August 19, 2019
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles99.78%
  • Insurance Companies0.22%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nexpoint Insurance Solutions, L.P. is a limited partnership that registered with the SEC in 2019 and serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it charges fees as a percentage of assets under management. It is not positioned as a capital allocator to external managers; rather, its activities align with managing assets directly and sponsoring or operating pooled vehicles. The firm identifies as a related adviser within a broader group of affiliated entities and reports ties to multiple industry roles — including broker-dealer activity, other investment-adviser functions, CPO/CTA roles, banking or thrift institution connections, insurer relationships, and sponsor/GP/managing-member responsibilities for pooled investment vehicles. Nexpoint Insurance Solutions does not list active ESG investing and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

2 of 2
  • David Holt

    David Holt

    Chief Compliance OfficerCRD 2426935

  • Stephanie Vitiello

    Stephanie Vitiello

    Chief Compliance OfficerCRD 7432113

Contacts

1 of 1
  • Bradford Heiss

    Bradford Heiss

    Executive Vice PresidentCRD 4833833

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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