NEXANNUITY ASSET MANAGEMENT, L.P.
CRD #309748 SEC #801-120313 DALLAS, TX 214-276-6300
SEC Registered
Total AUM
$600.4M
Discretionary
$600.4M
Employees
2
Clients
0
Accounts
3
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT AND CIO | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT AND CIO | NA | Control |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEXANNUITY ASSET MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | LIMITED PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY ASSET MANAGEMENT GP, LLC | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
TX
Address
300 CRESCENT COURTSUITE 700
DALLAS, TX 75201
United States
Phone: 214-276-6300