Nexpoint Real Estate Advisors Vii, L.P.
- Regulatory AUM
- $1.9B
- Discretionary
- $1.6B
- Clients
- 2
- Avg AUM / client
- $965M
- Accounts
- 2
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $1.6B | 84.5% |
| Other | 1 | $300M | 15.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James David Dondero | President | Sep 2014 (12y) | 75% or more of Nexpoint Advisors Gp, Llc (indirect) | |
| Dondero, Nancy, Marie | Trustee | Oct 2015 (11y) | GP / trustee / elected manager of The Dugaboy Investment Trust (indirect) | |
| Goetz, Matthew, Xavier | Vice President | Oct 2019 (7y) | Less than 5% | |
| Mcgraner, Matthew, Ryan | Executive Vice President | Oct 2019 (7y) | Less than 5% | |
| Mitts, Brian, Dale | Chief Financial Officer, Executive Vp Finance, Secretary And Treasurer | Oct 2019 (7y) | Less than 5% | |
| Sauter, Dennis, Charles | General Counsel | Aug 2021 (5y) | Less than 5% | |
| Vitiello, Stephanie, Lynn | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nexpoint Advisors, L.P. | Limited Partner | Jun 2019 | A | 75% or more |
| Nexpoint Real Estate Advisors Vii Gp, Llc | General Partner | Oct 2019 | A | Less than 5% |
| Nexpoint Advisors, L.P. | Member | Oct 2019 | B | ≈ 0% – 5% via Nexpoint Real Estate Advisors Vii Gp, Llc |
| The Dugaboy Investment Trust | Limited Partner | Mar 2012 | B | ≈ 56.25% – 100% via Nexpoint Advisors, L.P. |
| Nexpoint Advisors Gp, Llc | General Partner | Mar 2012 | B | GP / trustee / elected manager of Nexpoint Advisors, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nexpoint Advisors, L.P.: 75% – 100% of Nexpoint Real Estate Advisors Vii Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- The Dugaboy Investment Trust: 75% – 100% of Nexpoint Advisors, L.P. × 75% – 100% direct ≈ 56.25% – 100% 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) | 03/31/2026 | 1.71 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
- • Other fees
- • NEGOTIATED FEES BASED ON SERVICES PROVIDED
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗