RIA Intel›Advisers›California›NASSAU CORAMERICA LLC

NASSAU CORAMERICA LLC

Advisory

Y·EL SEGUNDO, CA

Data as of Mar 28, 2019 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

-40.8%

3-Year CAGR

+1.8%

Employees

3

Assets Under Management

Total AUM$1.1B

Discretionary AUM$799M

Non-Discretionary AUM$347M

Discretionary %69.7%

Total Clients—

Team

Total Employees3

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingOct 20, 2014

Latest FilingMar 28, 2019

🔒 Full AUM trend chart and 16 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NASSAU CORAMERICA LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.