Nassau Alternative Investments LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 300006
- Registered since
- July 24, 2019
- Website
- nfg.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies49.22%
- Pooled Investment Vehicles47.8%
- Corporations / Businesses2.98%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nassau Alternative Investments LLC is an SEC-registered investment manager (registered in 2019) organized as an LLC that serves institutional clients. The firm operates as a multifaceted fund manager with activities spanning private equity, securitized asset funds and related pooled vehicles. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also functions as a commodity pool operator/commodity trading advisor (CPO/CTA). Fee arrangements include both a percentage-of-AUM component and performance-based fees. Nassau does not position itself as an active ESG investor and is not recorded as a multi-state adviser. The firm holds multiple industry affiliations that reflect an integrated operating model: broker-dealer relationships, other adviser capacities, insurance company connections, and sponsor/GP/manager roles in pooled investment vehicles. Ownership is recorded as a combination of a domestic entity and an individual.
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
- Other96%
- Non-Investment Grade Corp Bonds2%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3
Kostas Cheliotis
General Counsel and COOCRD 6765847

Phillip Gass
Chairman & CEOCRD 4443202

Justin Banulski
Chief Financial OfficerCRD 7789366
Contacts
2 of 2
Ravi Srinivasan
Managing DirectorCRD 7264485
Robert Milton
CRD 5643092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 300 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Terra REIT Advisors, LLC
RIANew York, NY
Clearline Capital LP
RIANew York, NY
Roc360 Advisors LLC
RIANew York, NY
Tekne Capital Management, LLC
RIANew York, NY
Ally Bridge Group (Pe) LLC
RIANew York, NY
Ulysses Management LLC
RIANew York, NY