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Limited Partner · NXG Investment Management

Jerry V. Swank

CRD 710393 · Named on Form ADV at one SEC-registered adviser

At a glance

NXG Investment Management, an SEC-registered asset manager based in Dallas, TX with $1.8 billion in regulatory assets, lists Jerry V. Swank on its Form ADV as Limited Partner, a control person.

Firms and roles

AtlasMembers

Jerry’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Blake R. NelsonChief Financial Officer, NXG Investment Management
  • John M. MusgravePresident and CEO (10/2023) Managing Partner (12/2022) and Co-Chief Investment Officer (09/2019), NXG Investment Management
  • Todd W. SunderlandChief Operating Officer and Chief Risk Officer, NXG Investment Management
  • Brad B. MeadChief Compliance Officer, NXG Investment Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jerry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.