Nassau Private Credit LLC

RIASEC RegisteredEst. 2019
Total AUM
$1B
Discretionary
$442M
42% of AUM
Avg account
$95.2M
Accounts
11
Employees
7
Advisory reps
6

Firm details

Headquarters
Darien, Connecticut
CRD number
300220
Registered since
March 22, 2019
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Insurance Companies57.83%
  • Pooled Investment Vehicles42.17%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nassau Private Credit LLC is structured as a limited liability company and has been SEC-registered since 2019. The firm operates as a private equity fund manager that focuses on institutional clients and runs fee arrangements that combine a percentage-of-AUM component with performance-based fees. Regulatory and operational activity includes serving as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles as well as for businesses or other institutions. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser. Nassau shows multiple industry affiliations: broker-dealer relationships, connections to other investment advisers and insurance companies, and roles as sponsor, general partner, or managing member of pooled investment vehicles. Ownership is reported as a mix of domestic entity and individual ownership.

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: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • Phillip Gass

    Phillip Gass

    Chairman & CEOCRD 4443202

  • Justin Banulski

    Justin Banulski

    Chief Financial OfficerCRD 7789366

  • Kostas Cheliotis

    Kostas Cheliotis

    General Counsel and COOCRD 6765847

Contacts

3 of 3
  • Bruce Brittain

    Bruce Brittain

    FounderCRD 4687002

  • Russell Pemberton

    Russell Pemberton

    Founder & Co-Portfolio ManagerCRD 4433292

  • Robert Milton

    CRD 5643092

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
17 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth