RIA Intelligence

NXSTEP INVESTMENT ADVISORS, LP

CRD #326574 SEC #802-128014 AUSTIN, TX 512-289-7798
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
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Registration Date
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Latest Filing
Mar 14, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NXSTEP INVESTMENT ADVISORS GP, LLCDEGENERAL PARTNERNA Control
NXSTEP INVESTMENT ADVISORS GP, LLCDEGENERAL PARTNERNA Control
NXSTEP INVESTMENT ADVISORS GP, LLCDEGENERAL PARTNERNA Control
NXSTEP INVESTMENT ADVISORS GP, LLCDEGENERAL PARTNERNA Control
NXSTEP INVESTMENT ADVISORS GP, LLCDEGENERAL PARTNERNA Control
ARLEDGE, WALKER, COLEILIMITED PARTNERC Control
ARLEDGE, WALKER, COLEILIMITED PARTNERC Control
ARLEDGE, WALKER, COLEILIMITED PARTNERC Control
ARLEDGE, WALKER, COLEILIMITED PARTNERC Control
Arledge, ColeILIMITED PARTNERC Control
MCDONALD, ROBERT, WALLACEILIMITED PARTNERC Control
MCDONALD, ROBERT, WALLACEILIMITED PARTNERC Control
MCDONALD, ROBERT, WALLACEILIMITED PARTNERC Control
MCDONALD, ROBERT, WALLACEILIMITED PARTNERC Control
MCDONALD, ROBERT, WALLACEILIMITED PARTNERC Control
Earthman, Christopher, MatthewILIMITED PARTNERB Control
Earthman, Christopher, MatthewILIMITED PARTNERB Control
Earthman, Christopher, MatthewILIMITED PARTNERB Control
Earthman, Christopher, MatthewILIMITED PARTNERB Control
Earthman, Christopher, MatthewILIMITED PARTNERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Earthman, Christopher, MatthewINXSTEP INVESTMENT ADVISORS GP, LLCF Control
Earthman, Christopher, MatthewINXSTEP INVESTMENT ADVISORS GP, LLCF Control
Earthman, Christopher, MatthewINXSTEP INVESTMENT ADVISORS GP, LLCF Control
ARLEDGE, WALKER, COLEINXSTEP INVESTMENT ADVISORS GP, LLCC Control
ARLEDGE, WALKER, COLEINXSTEP INVESTMENT ADVISORS GP, LLCC Control
Arledge, ColeINXSTEP INVESTMENT ADVISORS GP, LLCC Control
MCDONALD, ROBERT, WALLACEINXSTEP INVESTMENT ADVISORS GP, LLCC Control
MCDONALD, ROBERT, WALLACEINXSTEP INVESTMENT ADVISORS GP, LLCC Control
MCDONALD, ROBERT, WALLACEINXSTEP INVESTMENT ADVISORS GP, LLCC Control

Registrations

Federal

ERA
Mar 14, 2025 REGISTERED

Address

1700 WEST 6TH ST.
AUSTIN, TX 78703
United States
Phone: 512-289-7798