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 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

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
  • William Petak

    William Petak

    Chief Executive OfficerCRD 6393137

  • Chien-huang Chen

    Chien-huang Chen

    Chief Operating OfficerCRD 6398739

  • Phillip Gass

    Phillip Gass

    Chairman & CEOCRD 4443202

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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

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