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Building 2NXG INVESTMENT MANAGEMENT

Map pinDALLAS, TX
Phone214-692-6334
NotebookSEC #801-63255
Total AUM
$1.8B
Employees
10
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
ONE ENERGY SQUARE
4925 GREENVILLE AVENUE, SUITE 1310
DALLAS
TX 75206
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
214-692-6334

ReceiptFinancials

Total AUM
$1.8B
Accounts
6
Discretionary
$1.7B
Accounts
5
Non-Discretionary
$952.1K
Accounts
1

ContactClients

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Investment Company Clients
3
AUM
$1.7B
Pooled Vehicle Clients
2
AUM
$30.1M
Pension/Profit Sharing Plan Clients
1
AUM
$7.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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