Firm profile

NEXANNUITY ASSET MANAGEMENT, L.P.

DALLAS, TXCRD 309748Latest ADV March 31, 2026

Nexannuity Asset Management, L.P. 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 31, 2026, reports $823M in regulatory assets under management, 4 employees, and 3 accounts.

Assets Under Management
$823M
Employees
4
Offices
--
Total Clients
<5
Primary office
DALLAS, TX
300 CRESCENT COURT, SUITE 700, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOStephanie L. Vitiello

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 33.3% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
33.3%
1
2
Insurance Cos.
33.3%
1
3
Corporations
33.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$823Mas of March 31, 2026
Discretionary100.0%
$823M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$823M
Total Accounts3
10Y AUM Change+$734M (+825.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee1:1
10Y Employee Change+2 (+100.0%)

* 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.