Asset manager · EL Segundo, CA
Nassau Coramerica LLC
SEC-registered investment adviser · CRD 334332 · SEC 801-131834
At a glance
Nassau Coramerica LLC is an SEC-registered investment adviser based in EL Segundo, California, with $3.2 billion in regulatory assets under management as of its Form ADV filed July 21, 2026. Its largest client group by assets is insurance companies. By Form ADV it is a asset manager, ranked 854th of 3,218 asset managers and 2,715th of 17,210 SEC-registered advisers by assets.
Main office 310-606-8440coramerica.comAs filed on Form ADV
- Regulatory AUM
- $3.2B
- Rank among asset managers
- #854 of 3,218
- Rank among all SEC RIAs
- #2,715 of 17,210
- Rank in California
- #302 of 1,873
- Clients
- 11
- Accounts
- 11
- Discretionary
- 8% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- William M. PetakChief Executive Officer and Member of Board of Directors of Nassau Coramerica LLC
- Chien-Huang T. ChenChief Operating Officer of Nassau Coramerica LLC
- Phillip J. GassMember of Board of Directors
- Kostas N. CheliotisMember of Board of Directors
- William M. PetakChief Executive Officer and Member of Board of Managers of NCA Realty Partners LLC
- Chien-Huang T. ChenChief Operating Officer of NCA Realty Partners LLC
- Phillip J. GassMember of Board of Directors of NCA Realty Partners LLC
- Kostas N. CheliotisMember of Board of Directors of NCA Realty Partners LLC
- William M. PetakChief Executive Officer and Member of Board of Managers of NCA Realty Partners GP LLC
- Chien-Huang T. ChenChief Operating Officer of NCA Realty Partners GP LLC
- Phillip J. GassMember of Board of Directors of NCA Realty Partners GP LLC
- Kostas N. CheliotisMember of Board of Directors of NCA Realty Partners GP LLC
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: 1851 Securities, Inc.
- 1851 Securities, Inc ↗CRD 153006
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 6 | $3.0B | 92% |
| Pooled investment vehicles | 5 | $250M | 8% |
Private funds
Nassau Coramerica LLC reports 4 private funds with $126M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Nassau Coramerica LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗coramerica.com ↗
AtlasMembers
The full record on Nassau Coramerica LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 790 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 13 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Nassau Coramerica LLC manage?
Nassau Coramerica LLC reports $3.2 billion in regulatory assets under management across 11 accounts, 8% of it on a discretionary basis, on its Form ADV filed July 21, 2026.
What kind of firm is Nassau Coramerica LLC?
Nassau Coramerica LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Nassau Coramerica LLC’s clients?
By assets, its largest client types are insurance companies ($3.0 billion, 6 clients); pooled investment vehicles ($250 million, 5 clients).
Does Nassau Coramerica LLC manage private funds?
Yes. It reports 4 private funds with $126 million in gross assets, including private equity funds.
Does Nassau Coramerica LLC have any disciplinary history?
Nassau Coramerica LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Nassau Coramerica LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →