Nexannuity Asset Management, L.P.
● SEC registered since 2021CRD 309748SEC# 801-120313Dallas, TX
Reg. AUM
$823.4M
Employees
4
Accounts
3
Location
Dallas, TX
Nexannuity Asset Management, L.P. assets under management
Nexannuity Asset Management, L.P. is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2021. It reports $823.4 million in regulatory assets under management and employs 4 people.
Nexannuity Asset Management, L.P. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Burman Heiss Control | President And Cio | Under 5% | 2023 |
| Nam Holdco, LLC Control | Limited Partner | Over 75% | 2022 |
| Nexannuity Asset Management GP, LLC Control | General Partner | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Nexannuity Asset Management, L.P. manage?
Nexannuity Asset Management, L.P. reports $823.4 million in regulatory assets under management on its Form ADV.
How many employees does Nexannuity Asset Management, L.P. have?
Nexannuity Asset Management, L.P. reports 4 employees.
Where is Nexannuity Asset Management, L.P. located?
Nexannuity Asset Management, L.P. is based in Dallas, TX and has been SEC-registered since 2021.
Does Nexannuity Asset Management, L.P. disclose fund performance?
Nexannuity Asset Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Crescent Court, Suite 700, Dallas, TX 75201 |
| Phone | 214-276-6300 |
| Fax | 214-853-5137 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$823.4M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$823.4Mregulatory AUM
Discretionary $823.4M