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NEXANNUITY ASSET MANAGEMENT, L.P.

DALLAS, TX · CRD 309748 · IAPD ↗ · 214-276-6300

$823.4MRegulatory AUM
4Advisory reps
4Employees
1Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2026 — NEXANNUITY ASSET MANAGEMENT, L.P. reported RAUM up 37% ($600.4M -> $823.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — NEXANNUITY ASSET MANAGEMENT, L.P. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — NEXANNUITY ASSET MANAGEMENT, L.P. crossed $500M in regulatory AUM ($421.2M -> $600.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — NEXANNUITY ASSET MANAGEMENT, L.P. reported RAUM up 228% ($128.6M -> $421.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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