Data / Investment advisers / Texas / Nexannuity Asset Management, L.P.
Nexannuity Asset Management, L.P., Dallas, TX: $823 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Nexannuity Asset Management, L.P. is an SEC registered investment adviser with its main office in Dallas, Texas and reports $823 million in regulatory assets under management in its Form ADV filed May 5, 2026. Its clients include insurance companies, investment companies and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Nexannuity Asset Management, L.P. (CRD number 309748): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 309748
- SEC file number
- 801-120313
- SEC status
- Approved, effective February 12, 2021
- Main office
- 300 Crescent Court Suite 700, Dallas, TX 75201
- Phone
- (214) 276-6300
- Regulatory AUM
- $823,364,252 in the Form ADV filed May 5, 2026
- Discretionary AUM
- $823,364,252
- Accounts
- 3
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $752.3 million |
| Investment companies | 1 | $66.4 million |
| Corporations or other businesses | 1 | $4.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $823.4 million | March 31, 2026 |
| December 1, 2025 | $600.4 million | March 28, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Grey Rock Management Partners IV, LLC | Dallas | $856.7 million | 9 | adviserinfo.sec.gov |
| CPMG, Inc. | Dallas | $855.8 million | 26 | adviserinfo.sec.gov |
| Apeiron | Dallas | $852 million | Not listed | adviserinfo.sec.gov |
| Adams Asset Advisors LLC | Dallas | $839.4 million | Not listed | adviserinfo.sec.gov |
| Madden Asset Management | Dallas | $826 million | Not listed | adviserinfo.sec.gov |
| Nokomis Capital, L.L.C. | Dallas | $804.2 million | 1 | adviserinfo.sec.gov |
| Paratus Financial, Inc. | Dallas | $757.4 million | Not listed | adviserinfo.sec.gov |
| Westwood Wealth Management | Dallas | $749.5 million | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving insurance companies
- Advisers serving investment companies
- Nexannuity Asset Management, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.