Nxg Investment Management is an SEC registered investment adviser organized as a limited partnership with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $1.8B in regulatory assets under management, 10 employees, and 6 accounts.
Assets Under Management
$1.8B
Employees
10
Offices
--
Total Clients
6
Primary office
DALLAS, TX
ONE ENERGY SQUARE, 4925 GREENVILLE AVENUE, SUITE 1310, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
3
2
Pooled Investment Vehicles
33.3%
2
3
Pension Plans
16.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 30, 2026
Discretionary99.9%
$1.7B
100% of total RAUM99.9%
Non-discretionary0.1%
$952K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts6
10Y AUM Change$-2.0B (-53.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change-28 (-73.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.