DBA: NXG INVESTMENT MANAGEMENT
| Total AUM | $1.75B |
| Discretionary | $1.75B100% of AUM |
| Non-Discretionary | $952K |
| Client Accounts | 6 |
| Avg Account Size | $291.7M |
| Employees | 10 |
| Peak AUM | $4.99BOct 2014 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +18.5% | +15.6% | +14.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.75B |
| Discretionary | $1.75B |
| Employees | 10 |
| Client Accounts | 6 |
Address
ONE ENERGY SQUARE
DALLAS TX 75206
Phone
214-692-6334
Filing History
72 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.7B
99.9% of AUM
Non-Discretionary
$952,114
0.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +22.5% /yrover 22 yrs · 72 filings |
Total AUM
$1.8B
| $1.7B |
| +18.6% |
| +15.6% |
| +14.5% |
| Non-Disc. AUM | $952,114 | 25.6% | +7.2% | +9.2% |
| Total Accounts | 6 | 71.4% | 40.8% | 34.6% |
| Avg Account Size | $292M | +314.9% | +95.5% | +74.9% |
| Employees | 10 | 0.0% | 20.6% | 14.6% |
| AUM / Employee | $175M | +18.5% | +45.7% | +34.0% |
Client AUM Segments | |||||
| Institutional AUM | $7M | +5.2% | +21.0% | +8.0% | |
| Fund / Pooled AUM | $1.7B | +19.9% | +16.0% | +15.2% | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 0.0% | 12.9% | |
| Pooled / Fund | 5 | 0.0% | 20.6% | 12.9% | |