Nassau Coramerica LLC
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 334332
- Registered since
- January 16, 2025
- Website
- coramerica.com
- 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 is a limited liability company that operates as a private equity fund manager and SEC-registered adviser (registration in 2025). The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements include a percentage-of-AUM component plus performance-based fees and other fee types, reflecting both asset-based and incentive-aligned compensation. The firm maintains multiple industry roles and affiliations: it is tied to broker-dealer activity, functions as an investment adviser, and has connections to CPO/CTA activity and insurance company involvement. It also acts as sponsor/GP or managing member of pooled investment vehicles, which complements its private fund operations. Nassau Coramerica is not presented as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Investments & Alternatives
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 5
William Petak
Chief Executive OfficerCRD 6393137

Chien-huang Chen
Chief Operating OfficerCRD 6398739

Phillip Gass
Chairman & CEOCRD 4443202
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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