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 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

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 4
  • William Petak

    William Petak

    Chief Executive OfficerCRD 6393137

  • Chien-huang Chen

    Chien-huang Chen

    Chief Operating OfficerCRD 6398739

  • Kostas Cheliotis

    Kostas Cheliotis

    General Counsel and COOCRD 6765847

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Contacts

1 of 1
  • Robert Milton

    CRD 5643092

Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth