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 operates as a private equity–focused investment adviser serving institutional clients. The firm manages pooled investment vehicles and provides portfolio management to businesses and institutions, and it also sponsors and acts as general partner or managing member for pooled funds it advises. Its fee arrangements include asset-based fees and performance-linked charges. The adviser is not positioned as an active ESG investor. Investment activity centers on private-market strategies and other less liquid exposures rather than broad retail-style equity portfolios. The firm’s public disclosures indicate a strong emphasis on private equity and real assets, with supplemental allocations to commodities, REITs and energy-related oil & gas interests. It also uses corporate debt instruments as a complement to private-market holdings. Given its role as sponsor/GP and the presence of multiple private funds on its platform, Nassau Coramerica appears to blend fund management, direct investments and sponsor-driven fund structures in its capital deployment.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 5JOHN ROTH
Chief Compliance OfficerCRD 5938907
WILLIAM PETAK
Chief Executive OfficerCRD 6393137
CHIEN-HUANG CHEN
Chief Operating OfficerCRD 6398739
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
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