NASSAU CORAMERICA LLC

RIASEC RegisteredEst. 2025
Total AUM
$3.2B
Discretionary
$250M
8% of AUM
Avg account
$293M
Accounts
11
Employees
6
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 98%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%98%
  • Other98%
  • Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

3 of 5
  • JOHN ROTH

    Chief Compliance OfficerCRD 5938907

  • WILLIAM PETAK

    Chief Executive OfficerCRD 6393137

  • CHIEN-HUANG CHEN

    Chief Operating OfficerCRD 6398739

Unlock 2 more executives

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth