# Nexpoint Insurance Solutions, L.P.

> Nexpoint Insurance Solutions, L.P. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 301997
- Filed as: NEXPOINT INSURANCE SOLUTIONS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301997
- AdvisorCensus page: https://advisorcensus.com/firm/nexpoint-insurance-solutions-l-p-dallas-tx-301997

## Quick answers

**How is Nexpoint Insurance Solutions, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Nexpoint Insurance Solutions, L.P. reports these compensation arrangements: a percentage of assets under its management.

**Where is Nexpoint Insurance Solutions, L.P. located?**
Nexpoint Insurance Solutions, L.P.'s principal office is in Dallas, TX, according to its Form ADV.

**Is Nexpoint Insurance Solutions, L.P. registered with the SEC or a state?**
Nexpoint Insurance Solutions, L.P. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301997.

**How much does Nexpoint Insurance Solutions, L.P. manage?**
Nexpoint Insurance Solutions, L.P. reports $95,696,757 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Nexpoint Insurance Solutions, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Nexpoint Insurance Solutions, L.P.: Regulatory assets under management: $0 in the October 2021 data and $95,696,757 in the October 2026 data. 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 Nexpoint Insurance Solutions, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5); insurance companies (1).

**Does Nexpoint Insurance Solutions, 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/301997

**What changed in Nexpoint Insurance Solutions, 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 $77,237,000 to $95,696,757 (+24%). 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: $95,696,757
- Discretionary: $95,696,757
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $95,487,343 |
| Insurance companies | 1 | $209,414 |

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

### Firm details
- Registered since: 2019 (7 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.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 2 | September 21, 2021 |
| October 2022 | Not reported | 2 | September 29, 2022 |
| October 2023 | $0 | 2 | March 30, 2023 |
| October 2024 | $59,649,336 | 2 | March 28, 2024 |
| October 2025 | $77,237,000 | 2 | March 28, 2025 |
| October 2026 | $95,696,757 | 4 | June 30, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $95,696,757 in the October 2026 data.
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 $77,237,000 to $95,696,757 (+24%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nexpoint Insurance Solutions, L.P. (CRD 301997): Form ADV filing data as of October 2026.
