Nassau Alternative Investments LLC
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Overview
Nassau Alternative Investments LLC operates as a financial advisor firm located in New York, New York. It oversees $1.1 billion in assets under management over nine client accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 4 financial advisors. Nassau Alternative Investments LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like bonds, options and stocks.
Nassau Alternative Investments LLC oversees some of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without requiring client approval. The firm also administers six non-discretionary accounts totaling $327.7 million in AUM. The investment advisory firm's average account size is $123.4 million. The average financial advisor at Nassau Alternative Investments LLC administers around two client accounts, making it one of the most individualized advisor firms in the country.
The company's main office is at 300 Park Avenue, New York, New York 10022. Nassau Alternative Investments LLC is registered to serve clients across 2 states, including Connecticut and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nassau Alternative Investments LLC by the Numbers
$1.1 billion
4
9
$123.4 million
Fee Structure
Fees for financial advice usually depend on the type of financial services provided. However, fees billed by Nassau Alternative Investments LLC most likely include any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles and insurance companies. Out of its nine clients, Nassau Alternative Investments LLC's largest client group is insurance companies. About 11% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Nassau Alternative Investments LLC does not have any disclosures.
Please visit its Form ADV for more details.
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