Data / Investment advisers / Texas / Nexpoint Insurance Solutions, L.P.
Nexpoint Insurance Solutions, L.P., Dallas, TX: $95.7 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Nexpoint Insurance Solutions, L.P. is an SEC registered investment adviser with its main office in Dallas, Texas and reports $95.7 million in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management.
The request: Watch Nexpoint Insurance Solutions, L.P. (CRD number 301997): 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
- 301997
- SEC file number
- 801-117200
- SEC status
- Approved, effective August 19, 2019
- Main office
- 300 Crescent Court Suite 700, Dallas, TX 75201
- Phone
- (214) 276-6300
- Regulatory AUM
- $95,696,757 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $95,696,757
- Accounts
- 6
- 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
- June 30, 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 |
|---|---|---|
| Pooled investment vehicles | 5 | $95.5 million |
| Insurance companies | 1 | $209,414 |
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 | $95.7 million | March 31, 2026 |
| December 1, 2025 | $77.2 million | March 28, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pathway Wealth Management, LLC | Dallas | $116 million | Not listed | adviserinfo.sec.gov |
| LRH Capital Advising LLC | Dallas | $113.9 million | 1 | adviserinfo.sec.gov |
| Double Eagle Wealth Management LLC | Dallas | $108.6 million | Not listed | adviserinfo.sec.gov |
| Birnam Wood Capital, LLC | Dallas | $106.1 million | Not listed | adviserinfo.sec.gov |
| Ormonde Investment Management, LLC | Dallas | $105.3 million | Not listed | adviserinfo.sec.gov |
| Basa Advisors | Dallas | $95.7 million | 1 | adviserinfo.sec.gov |
| Saddock Wealth, LLC | Dallas | $94.3 million | Not listed | adviserinfo.sec.gov |
| Salient Advisors, L.P. | Dallas | $61.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $50 million to $100 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Nexpoint Insurance Solutions, 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.