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 organized as a limited partnership and operates as a hedge fund manager that primarily serves institutional clients. The firm has been SEC-registered since 2004 and combines percentage-of-AUM and performance-based fee arrangements. It performs portfolio management across vehicle types — including for individuals/small businesses, investment companies, and pooled investment vehicles — and is active as a sponsor/GP/managing member of pooled funds. NXG also lists CPO/CTA among its business activities and identifies itself as an active ESG investor, indicating ESG considerations are embedded in at least parts of its process.