NXG Investment Management
SEC RegisteredInfrastructure Experts Since 2003
About the firm
NXG Investment Management is dedicated to providing Next Generation investment strategies to investors seeking long-term growth in companies focused on traditional and transformational energy infrastructure. NXG is an independent investment management firm managed by its employees, built upon expertise in infrastructure investing and core belief in bottom-up fundamental research and carefully constructed portfolios. In March 2022 the employees agreed to purchase the firm from its founder and rebrand under 'NXG Investment Management' to better reflect their focus and commitment to a 'next generation' of investment ideals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
NXG offers infrastructure-focused investment strategies including the NXG Cushing Midstream Energy strategy, a midstream energy asset class portfolio, and the NXG NextGen Infrastructure strategy, a global long-only equity strategy investing across Clean & Sustainable Infrastructure, Communication & Technology Infrastructure, Energy Infrastructure, and Industrial Infrastructure themes.
Who they serve
Investors seeking long-term growth in companies focused on traditional and transformational energy infrastructure
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $30M |
| Charitable Organizations | 1 | $7.4M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Managed Accounts - All asset levels | 1.00% |
| Private Funds | 1.00% |
| Open-End Funds (subadvisory) - lower | 0.53% |
| Open-End Funds (subadvisory) - upper | 0.55% |
| Closed-End Funds - lower | 1.00% |
| Closed-End Funds - upper | 1.25% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NXG Investment Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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