Private fund adviser · Dallas, TX
Nexpoint Insurance Solutions, L.P.
SEC-registered investment adviser · CRD 301997 · SEC 801-117200
At a glance
Nexpoint Insurance Solutions, L.P. is an SEC-registered investment adviser based in Dallas, Texas, with $96 million in regulatory assets under management as of its Form ADV filed June 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,491st of 4,686 private fund advisers and 15,474th of 17,210 SEC-registered advisers by assets.
Main office 214-276-6300As filed on Form ADV
- Regulatory AUM
- $96M
- Rank among private fund advisers
- #4,491 of 4,686
- Rank among all SEC RIAs
- #15,474 of 17,210
- Rank in Texas
- #1,015 of 1,081
- Clients
- 6
- Accounts
- 6
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Stephanie L. VitielloChief Compliance Officer and Secretary
- BRADFORD B. HEISSPresident and Chief Investment Officer
Custody and brokerage
Custodian
Nexpoint Insurance Solutions, L.P.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Nexbank Securities Inc and Nexpoint Securities, Inc..
- Nexbank Securities Inc ↗CRD 133267
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Nexpoint Securities, Inc. ↗CRD 165013
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, April 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 5 | $95M | 100% |
| Insurance companies | 1 | $0M | <1% |
Disciplinary disclosures
Nexpoint Insurance Solutions, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Nexpoint Insurance Solutions, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 957 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Nexpoint Insurance Solutions, L.P. manage?
Nexpoint Insurance Solutions, L.P. reports $96 million in regulatory assets under management across 6 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
What kind of firm is Nexpoint Insurance Solutions, L.P.?
Nexpoint Insurance Solutions, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons.
Who are Nexpoint Insurance Solutions, L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($95 million, 5 clients); insurance companies ($209,414, 1 clients).
Does Nexpoint Insurance Solutions, L.P. have any disciplinary history?
Nexpoint Insurance Solutions, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Nexpoint Insurance Solutions, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →