← Tributary

NEXPOINT INSURANCE SOLUTIONS, L.P.

DALLAS, TX · CRD 301997 · IAPD ↗ · 214-276-6300

$95.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

57
April 2026 — NEXPOINT INSURANCE SOLUTIONS, L.P. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — NEXPOINT INSURANCE SOLUTIONS, L.P. reported RAUM up 29% ($59.6M -> $77.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.