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NASSAU PRIVATE CREDIT LLC

DARIEN, CT · CRD 300220 · IAPD ↗ · npc.nfg.com · (203) 902-5522

$1.05BRegulatory AUM
5Advisory reps
7Employees
1Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — NASSAU PRIVATE CREDIT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2024 — NASSAU PRIVATE CREDIT LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — NASSAU PRIVATE CREDIT LLC crossed $1B in regulatory AUM ($440.9M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.