NIXON CAPITAL LLC

other names
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Adviser Profile
As of Date 07/10/2024
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 4 -20.00%
Registration Texas, Terminated, 11/15/2022
Other registrations (1)
AUM* 256,282,368 28.82%
of that, discretionary 256,282,368 28.82%
Private Fund GAV* 16,310,308 16.04%
Avg Account Size 1,348,855 24.75%
% High Net Worth 81.45% -2.59%
SMA’s No
Private Funds 1
Contact Info 512 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
237M 203M 169M 135M 102M 68M 34M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$16,310,308

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Brochure Summary

Overview

Advisory Firm Description Nixon Capital LLC (“Nixon Capital”, “Investment Manager,” or the “Firm”) has been in business since April 2008. The principal owner is Ryan Matthew Nixon, CEO and Portfolio Manager (“Principal”). In addition, the firm’s executive officers include Ray Nixon, Chairman, and Mercer Proctor, Chief Operating Officer and Chief Compliance Officer. Types of Advisory Services Nixon Capital provides investment supervisory services on a discretionary basis to separately managed accounts (collectively the “Clients”) and to a pooled investment vehicle (a “Fund”). Nixon may provide these services to separately managed accounts directly to its clients, or by engagement through other investment advisers as a third-party money manager or a sub-adviser. Investment supervisory services include: (1) establishing the Clients’ investment objectives;
(2) buying or selling portfolio securities on behalf of the Clients and (3) periodically reporting the current investment holdings, valuations, transactions, capital gains or losses, investment income and performance. Please see the Fund documents for specific information on the Fund. There are no material limitations on the markets or instruments in which the Firm may invest or the strategies the Firm may employ. Investments are made according to a Clients’ objectives, and are not tailored or customized to the individual Clients’ needs. Clients may impose restrictions on investing in certain securities or types of securities. Client Assets under Management As of December 31, 2023, the Firm had approximately $256.28 million of discretionary assets under management. The Firm does not manage accounts on a non-discretionary basis.