# Nexannuity Asset Management, L.P.

> Nexannuity Asset Management, L.P. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 309748
- Filed as: NEXANNUITY ASSET MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309748
- AdvisorCensus page: https://advisorcensus.com/firm/nexannuity-asset-management-l-p-dallas-tx-309748

## Quick answers

**How is Nexannuity Asset Management, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Nexannuity Asset Management, L.P. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nexannuity Asset Management, L.P. located?**
Nexannuity Asset Management, L.P.'s principal office is in Dallas, TX, according to its Form ADV.

**Is Nexannuity Asset Management, L.P. registered with the SEC or a state?**
Nexannuity Asset Management, L.P. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 309748.

**How much does Nexannuity Asset Management, L.P. manage?**
Nexannuity Asset Management, L.P. reports $823,364,252 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**How have Nexannuity Asset Management, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Nexannuity Asset Management, L.P.: Regulatory assets under management: $100,027,827 in the October 2021 data and $823,364,252 in the October 2026 data, up 723%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nexannuity Asset Management, L.P. serve?**
By number of clients on Form ADV Item 5.D: investment companies (1); insurance companies (1); corporations or other businesses not listed above (1).

**Does Nexannuity Asset Management, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309748

**What changed in Nexannuity Asset Management, L.P.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $600,436,910 to $823,364,252 (+37%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $823,364,252
- Discretionary: $823,364,252
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $66,441,596 |
| Insurance companies | 1 | $752,295,528 |
| Corporations or other businesses not listed above | 1 | $4,627,128 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @nexannuity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $100,027,827 | 2 | September 21, 2021 |
| October 2022 | $251,725,703 | 2 | March 31, 2022 |
| October 2023 | $128,587,338 | 2 | March 30, 2023 |
| October 2024 | $421,164,191 | 2 | March 28, 2024 |
| October 2025 | $600,436,910 | 2 | March 28, 2025 |
| October 2026 | $823,364,252 | 4 | May 5, 2026 |

Regulatory assets under management: $100,027,827 in the October 2021 data and $823,364,252 in the October 2026 data, up 723%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $600,436,910 to $823,364,252 (+37%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nexannuity Asset Management, L.P. (CRD 309748): Form ADV filing data as of October 2026.