Firm profile

NASSAU CORAMERICA LLC

EL SEGUNDO, CACRD 334332Latest ADV March 30, 2026

Nassau Coramerica LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated March 30, 2026, reports $3.2B in regulatory assets under management, 6 employees, 1 office, and 11 accounts.

Assets Under Management
$3.2B
Employees
6
Offices
1 office
Total Clients
11
Primary office
EL SEGUNDO, CA
1960 E. GRAND AVENUE, SUITE 240, EL SEGUNDO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOWilliam M. Petak
CCOJohn H. Roth
COOChien-huang T. Chen

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInsurance Cos. represent 54.5% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
54.5%
6
2
Pooled Investment Vehicles
45.5%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.2Bas of March 30, 2026
Discretionary7.7%
$250M
8% of total RAUM7.7%
Non-discretionary92.3%
$3.0B
92% of total RAUM92.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.2B
Total Accounts11
10Y AUM Change$-75M (-2.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee2:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.