SourcingSourcing

NEXANNUITY ASSET MANAGEMENT, L.P.

C30
CRD 309748·SEC 801-120313·DALLAS, TX
AUM
$823.4M
$500M-$1B
Est. Revenue
$8.2M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEXANNUITY ASSET MANAGEMENT, L.P.
CRD
309748
SEC file #
801-120313
EIN
—
DBA names
—

Economics

AUM
$823.4M
AUM band
$500M-$1B
AUM trajectory
'22'26
$100.0M → $823.4M▲ +723%
Client mix
Investment Companies1
Insurance Companies1
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
1 advisors → 4 advisors▲ +300%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/nexannuity/posts/?feedview=all(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NAM HOLDCO, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
NAM HOLDCO, LLC
HEISS, BRADFORD, Burman
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (2)

2
HEISS, BRADFORD, Burman
IAR · Executive Officer · 2.5%
4833833
Vitiello, Stephanie, Lynn
Executive Officer · 2.5%
7432113