NXSTEP INVESTMENT ADVISORS, LP
Adviser information for NXSTEP INVESTMENT ADVISORS, LP last updated from Form ADV on March 21st, 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 | Texas, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
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 | 0 | $0 |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-128014 |
|---|---|
| SEC ERA File Number | 802-128014 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326574 |
| Legal Entity Identifier | None |
Principal Office
100 CONGRESS AVENUESUITE 1600
AUSTIN
TX
United States
Monday - Friday, 8AM-5PM
Tel: 512-485-1923, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| NXSTEP OPPORTUNITY PARTNERS FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| NXSTEP OPPORTUNITY PARTNERS AI FUND, L.P. | Real Estate Fund | $5.7M | $0.1M | 25 |
| NXSTEP OPPORTUNITY PARTNERS FUND, L.P. | Real Estate Fund | $95.1M | $0.3M | 108 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ARLEDGE, WALKER, COLE | Individual | – | LIMITED PARTNER | 04/2023 | 25-50% |
| MCDONALD, ROBERT, WALLACE | Individual | – | LIMITED PARTNER | 04/2023 | 25-50% |
| Earthman, Christopher, Matthew | Individual | – | LIMITED PARTNER | 04/2023 | 10-25% |
| NXSTEP INVESTMENT ADVISORS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 04/2023 | < 5% |
| MCDONALD, ROBERT, WALLACE | Individual | NXSTEP INVESTMENT ADVISORS GP, LLC | MEMBER AND MANAGER | 04/2023 | 25-50% |
| ARLEDGE, WALKER, COLE | Individual | NXSTEP INVESTMENT ADVISORS GP, LLC | MEMBER AND MANAGER | 04/2023 | 25-50% |
| Earthman, Christopher, Matthew | Individual | NXSTEP INVESTMENT ADVISORS GP, LLC | MEMBER AND MANAGER | 04/2023 |