Nexpoint Insurance Solutions, L.P.
- Regulatory AUM
- $95.7M
- Discretionary
- $95.7M
- Clients
- 6
- Avg AUM / client
- $15.9M
- Accounts
- 6
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $95.5M | 99.8% |
| Insurance companies | 1 | $209K | 0.22% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dondero, Nancy, Marie | Trustee | Oct 2015 (11y) | GP / trustee / elected manager of The Dugaboy Investment Trust (indirect) | |
| Waterhouse, Frank, George | Treasurer | Apr 2019 (7y) | Less than 5% | |
| Bradford Burman Heiss | President And Chief Investment Officer | Aug 2019 (7y) | Less than 5% | |
| Vitiello, Stephanie, Lynn | Chief Compliance Officer And Secretary | Jan 2023 (4y) | Less than 5% | |
| David Eric Holt | Registered representative | Aug 2019 (7y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nexannuity Holdings, Inc. | Limited Partner | Apr 2021 | A | 75% or more |
| Nexpoint Insurance Solutions Gp, Llc | General Partner | Apr 2019 | A | Less than 5% |
| The Dugaboy Investment Trust | Sole Member | Feb 2021 | B | ≈ 0% – 5% via Nexpoint Insurance Solutions Gp, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Dugaboy Investment Trust: 75% – 100% of Nexpoint Insurance Solutions Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.59 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $10.1M (82% of AUM) Mar 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗