President and CIO · Nexannuity Asset Management, L.P.
BRADFORD B. HEISS
CRD 4833833 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Nexannuity Asset Management, L.P., an SEC-registered asset manager based in Dallas, TX with $823 million in regulatory assets, lists BRADFORD B. HEISS on its Form ADV as President and CIO, a control person. The SEC filings also name BRADFORD at 2 other registered advisers.
Firms and roles
- Nexannuity Asset Management, L.P.President and CIOAsset manager · Dallas, TX · $823M in regulatory assets
- Nexpoint Insurance Solutions, L.P.President and Chief Investment OfficerPrivate fund adviser · Dallas, TX · $96M in regulatory assets
- Nexadvisors, LLCPresidentWealth manager · Dallas, TX · $26M in regulatory assets
AtlasMembers
BRADFORD’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephanie L. VitielloChief Compliance Officer and Secretary, Nexannuity Asset Management, L.P.
- Frank G. WaterhouseTreasurer, Nexadvisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For BRADFORD’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.