Nassau Coramerica LLC
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 334332
- Registered since
- January 16, 2025
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Insurance Companies92.25%
- Pooled Investment Vehicles7.75%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nassau Coramerica LLC is organized as a limited liability company and operates as a private equity fund manager serving institutional clients. The adviser is SEC-registered (registration recorded for 2025) and is owned by a mix of a domestic entity and an individual. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutions. The firm charges a mix of percentage-of-AUM and performance-based fees, along with unspecified other fee arrangements. The firm maintains a range of industry roles and affiliations: it is linked to broker-dealer activities, other investment-adviser roles, CPO/CTA functions, an insurance company relationship, and acts as sponsor/GP/managing member of pooled investment vehicles. Nassau Coramerica does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not positioned as a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other98%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 4
William Petak
Chief Executive OfficerCRD 6393137

Chien-huang Chen
Chief Operating OfficerCRD 6398739

Kostas Cheliotis
General Counsel and COOCRD 6765847
Contacts
1 of 1Robert Milton
CRD 5643092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1960 E Grand Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Ducenta Squared Asset Management
RIAEl Segundo, CA
IM Global Partner Fund Management LLC
RIAEl Segundo, CA
Validus Capital LLC
RIAEl Segundo, CA
Halseypoint Asset Management
RIAEl Segundo, CA
Pacific Income Advisers Inc
RIAEl Segundo, CA
Granite Investment Partners, LLC
RIAEl Segundo, CA