NXG Investment Management

RIASEC RegisteredEst. 2004

Total AUM

$1.8B

Discretionary

$1.7B

100% of AUM

Avg account

$292M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 131517
Registered since: June 17, 2004
Website: www.nxgim.com
Custodians: PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies97.86%
Pooled Investment Vehicles1.72%
Pension & Profit Sharing Plans0.42%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

NXG Investment Management is a limited partnership that operates as a hedge fund and has been SEC-registered since 2004. The firm serves institutional clients and provides portfolio management across several vehicle types, including separate accounts for individuals and small businesses, investment companies, and pooled investment vehicles. It reports CPO/CTA activity and also functions as a sponsor, general partner, or managing member for pooled vehicles it organizes. Compensation includes both a percentage of assets under management and performance-based fees. The firm identifies as an active ESG investor.