Nassau Global Credit LLC

RIASEC RegisteredEst. 2017
Total AUM
$6.4B
Discretionary
$3.9B
60% of AUM
Avg account
$238M
Accounts
27
Employees
16
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
287937
Registered since
March 20, 2017
Custodians
COMPUTERSHARE TRUST COMPANY, N.A., UTEX INDUSTRIES HOLDINGS, LLC, PSS INDUSTRIAL GROUP, J.P. MORGAN SECURITIES INC., JASON GROUP INC., GOLDMAN SACHS & CO. LLC, BARCLAYS BANK PLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.66%
  • Corporations / Businesses17.24%
  • Insurance Companies0.1%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nassau Global Credit LLC is a boutique investment manager that operates as a limited liability company and has been SEC-registered since 2017. The firm presents itself as a multifaceted fund manager with activity across securitized assets, hedge fund strategies and private equity-style vehicles. Its client base is institutional, and the firm provides portfolio management for pooled investment vehicles and for businesses or other institutions. Nassau Global Credit also performs CPO/CTA-type activities and has ties to broker‑dealers, insurance companies and other sponsors or managing members of pooled vehicles. The firm charges a mix of asset-based and performance-linked fees and is not identified as an active ESG investor. Ownership includes both a domestic entity and individual owners. Its operating posture and product lineup indicate a manager focused on structured and credit-oriented strategies rather than retail wealth services.

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 72%, Non-Investment Grade Corp Bonds 15%, Non-Exchange Traded Equities 9%, Cash & Cash Equivalents 4%72%
  • Other72%
  • Non-Investment Grade Corp Bonds15%
  • Non-Exchange Traded Equities9%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 4
  • Phillip Gass

    Phillip Gass

    Chairman & CEOCRD 4443202

  • Kostas Cheliotis

    Kostas Cheliotis

    General Counsel and COOCRD 6765847

  • Jonathan Insull

    Jonathan Insull

    Chief Investment OfficerCRD 6462967

Unlock 1 more executives

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth