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 operates as a limited partnership organized as a hedge fund manager and registered with the SEC since 2004. Its client base is institutional, and the firm charges both a percentage-of-assets fee and performance-based fees. NXG provides portfolio management across individual/small business accounts, investment companies and pooled investment vehicles, and it also performs commodity pool operator/commodity trading advisor (CPO/CTA) functions. The firm identifies as an active ESG investor and serves in sponsor/GP/managing-member roles for pooled vehicles it controls.