NEXPOINT REAL ESTATE ADVISORS VII, L.P.
Adviser information for NEXPOINT REAL ESTATE ADVISORS VII, L.P. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $7.0B |
| Non-Discretionary | 1 | $300.0M |
| Total | 2 | $7.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $7.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $300.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsNEGOTIATED FEES BASED ON SERVICES PROVIDED |
|---|---|
| Compensation | % of AUMNEGOTIATED FEES BASED ON SERVICES PROVIDED |
Identifiers
| SEC RIA File Number | 801-117669 |
|---|---|
| SEC ERA File Number | 801-117669 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305956 |
| Legal Entity Identifier | None |
Principal Office
300 CRESCENT COURTSUITE 700
DALLAS
TX
United States
Monday - Friday, 7:00AM-6:00PM
Tel: 214-276-6300, Fax: None
Chief Compliance Officer
STEPHANIE VITIELLO
300 CRESCENT COURT
SUITE 700
DALLAS
TX
United States
Tel:
214-538-0110
S********@***************M
(Full email address available in API data)
Industry Affiliates
| FALCON E & P OPPORTUNITIES GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| GOVERNANCE RE, LTD | Insurance company or agency |
| NEXADVISORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersReal estate broker or dealer |
| NEXANNUITY ASSET MANAGEMENT, L.P. | Other investment adviser, including financial planners |
| NEXBANK | Banking or thrift institution |
| NEXPOINT ADVISORS, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| NEXPOINT ASSET MANAGEMENT, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| NEXPOINT INSURANCE SOLUTIONS, L.P. | Other investment adviser, including financial planners |
| NEXPOINT REAL ESTATE ADVISORS IV, L.P. | Other investment adviser, including financial planners |
| NEXPOINT REAL ESTATE ADVISORS IX, L.P. | Other investment adviser, including financial planners |
| NEXPOINT REAL ESTATE ADVISORS V, L.P. | Other investment adviser, including financial planners |
| NEXPOINT REAL ESTATE ADVISORS VI, L.P. | Other investment adviser, including financial planners |
| NEXPOINT REAL ESTATE ADVISORS VIII, L.P. | Other investment adviser, including financial planners |
| NEXPOINT REAL ESTATE ADVISORS XI, L.P. | Other investment adviser, including financial planners |
| NEXPOINT REAL ESTATE ADVISORS XII, L.P. | Other investment adviser, including financial planners |
| NEXPOINT REAL ESTATE ADVISORS, L.P. | Other investment adviser, including financial planners |
| NEXPOINT SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| NEXVANTAGE TITLE SERVICES | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NEXPOINT REAL ESTATE ADVISORS VII GP, LLC | Domestic Entity | – | GENERAL PARTNER | 10/2019 | < 5% |
| NEXPOINT ADVISORS, L.P. | Domestic Entity | – | LIMITED PARTNER | 06/2019 | > 75% |
| DONDERO, JAMES, DAVID | Individual | – | PRESIDENT | 06/2019 | < 5% |
| MITTS, BRIAN, DALE | Individual | – | CHIEF FINANCIAL OFFICER, EXECUTIVE VP-FINANCE, SECRETARY AND TREASURER | 10/2019 | < 5% |
| MCGRANER, MATTHEW, RYAN | Individual | – | EXECUTIVE VICE PRESIDENT | 10/2019 | < 5% |
| DONDERO, JAMES, DAVID | Individual | NEXPOINT ADVISORS GP, LLC | PRESIDENT/MEMBER | 09/2014 | > 75% |
| NEXPOINT ADVISORS, L.P. | Domestic Entity | NEXPOINT REAL ESTATE ADVISORS VII GP, LLC | MEMBER | 10/2019 | > 75% |
| THE DUGABOY INVESTMENT TRUST | Domestic Entity | NEXPOINT ADVISORS, L.P. | LIMITED PARTNER | 03/2012 | > 75% |
| Goetz, Matthew, Xavier | Individual | – | VICE PRESIDENT | 10/2019 | < 5% |
| DONDERO, NANCY, MARIE | Individual | THE DUGABOY INVESTMENT TRUST | TRUSTEE | 10/2015 | |
| NEXPOINT ADVISORS GP, LLC | Domestic Entity | NEXPOINT ADVISORS, L.P. | GENERAL PARTNER | 03/2012 | |
| Sauter, Dennis, Charles | Individual | – | GENERAL COUNSEL | 08/2021 | < 5% |
| Vitiello, Stephanie, Lynn | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2021 | < 5% |