Investment adviser · CRD 309748
NEXANNUITY ASSET MANAGEMENT, L.P.
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed May 5, 2026
- Regulatory AUM
- $823M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | Fewer than 5 | $752,295,528 | 91.4% |
| Investment companies | 1 | $66,441,596 | 8.1% |
| Corporations & businesses | Fewer than 5 | $4,627,128 | 0.6% |
Filing source
Form ADV 2103335 · May 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 5, 2026. View historical filings
Reported services
Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
300 CRESCENT COURT, SUITE 700DALLAS, TX, 75201, United States
CRD 309748
Filing source
Form ADV 2103335 · May 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.