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Nationwide Separate Accounts, LLC (Irvington)


Nationwide Separate Accounts, LLC is a large advisory firm based in Irvington. It manages $531.73 million of regulatory assets for 2,163 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Nationwide Separate Accounts provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nationwide Separate Accounts: assets under management

The assets under management (AUM) of Nationwide Separate Accounts, LLC is $531.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $531.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.83 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Nationwide Separate Accounts, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nationwide Mutual Insurance Company Shareholder 1 May 1998 75% - 100% 31-4177100
Inc. Nwd Investment Management Corporate parent 1 Feb 1999 75% - 100% 31-1636299
Nationwide Corporation Shareholder 1 Jul 2002 75% - 100% 31-4416546
Nwd Management & Research Trust Shareholder 1 Sep 2003 75% - 100% 109364
Ltd. Nationwide Asset Management Holdings Shareholder 1 Oct 2006 75% - 100% foreign entity

Based in Irvington

The principal office where Nationwide Separate Accounts, LLC performs its advisory services is located at 94 North Broadway, Irvington, NY 10533, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 914-674-5700 or by fax 914-674-5760. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.nwdinvestments.com.


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