DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Nomura Asset Management U.S.A. Inc.

Asset manager (funds and pooled vehicles)New York, New YorkCRD 108222SEC 801-12129websiteIAPD
Legal name Nomura Asset Management U.S.A. Inc
Latest filing Jun 24, 2026
First filing on the tape Mar 29, 2012 · 51 filings
SEC status approved since Sep 24, 1976
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$1.0B as of Jun 24, 2026
Mar 29, 2012$1.2B then
HNW client RAUM$0 as of Jun 24, 2026
Jun 22, 2018$0 then
State-registered IARs (5.B.3)0 as of Jun 24, 2026
Jun 28, 20130 then
Employees (5.A)26 as of Jun 24, 2026
Jun 28, 201367 then
Private funds: 1
RAUM +22% over the last fiscal year+25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 24, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$252MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
3.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-30%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$766M76%
  • Pooled investment vehicles$206M20%
  • Pension and profit-sharing plans$37.5M3.7%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
1reported
Charitable clients
0reported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.96 institutional_share=0.04 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Nomura Japan Dual Alpha Fund, Ltdno longer reportedHedge Fund$28.2M1Aug 18, 2014
      Owners and control persons
      Schedule A and B, latest filing
      • Nicholas Steven Aloupis · Board Of Directorcontrol
        since 05/2024 · owns less than 5%
      • James Eugene Chiulli · Treasurer & Chief Financial Officercontrol
        since 05/2024 · owns less than 5%
      • Anthony Neil Daniele · Managing Director, Chief Compliance Officercontrol
        since 09/2004 · owns less than 5%
      • Yuichi Nomoto · President, Ceo, Board Of Directorcontrol
        since 04/2019 · owns less than 5%
      • Nmn Robert Stark · Board Of Directorcontrol
        since 04/2024 · owns less than 5%
      • Ken Suzuki · Board Of Directorcontrol
        since 05/2024 · owns less than 5%
      Entity owners
      • Nomura Asset Management Co., Ltd. · Shareholder
        direct · owns 75% or more
      • Nomura Holdings, Inc. (Formerly Named The Nomura Securities Co., Ltd.) · Stockholder
        indirect · owns 75% or more of Nomura Asset Management Co., Ltd. · public reporting company
      Related persons
      Schedule D 7.A
      Advisers that list Nomura Asset Management U.S.A. Inc. as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      2 against comparable advisers; where to look, not conclusions
      • unusual affiliate densityStatic outlier · filing Jun 24, 2026
        distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (797 comparable advisers, 99.0th percentile, 5.4 robust deviations)
        peers: asset managers, $1B to $5B (797) · 99% percentile
      • RAUM down 25 %Change between filings · filing Jan 20, 2026
        RAUM (Item 5.F) moved from $826,648,090 to $576,309,090 (-30.0%) between the annual amendments of 2025-04-07 and 2026-01-20; the peer median change was +11.0% (1368 comparable advisers, 3.0th percentile of changes)
        peers: asset managers, $1B to $5B (1,368) · 3.0% percentile
      What changed
      consecutive filings, newest first
      • Employees · 25 to 26
        Jan 20, 2026 to Jun 24, 2026
      • Discretionary RAUM · $576M to $1.0B
        Jan 20, 2026 to Jun 24, 2026
      • Pension RAUM · $34.9M to $37.5M
        Jan 20, 2026 to Jun 24, 2026
      • Pooled vehicle RAUM · $20.3M to $206M
        Jan 20, 2026 to Jun 24, 2026
      • RAUM · $576M to $1.0B
        Jan 20, 2026 to Jun 24, 2026
      • Advisory employees · 6 to 7
        Apr 7, 2025 to Jun 16, 2025
      • Financial planning clients · unset to
        Apr 7, 2025 to Jun 16, 2025
      • Discretionary RAUM · $827M to $576M
        Apr 7, 2025 to Jun 16, 2025
      • Pension RAUM · $37.4M to $34.9M
        Apr 7, 2025 to Jun 16, 2025
      • Pooled vehicle RAUM · $170M to $20.3M
        Apr 7, 2025 to Jun 16, 2025
      • RAUM · $827M to $576M
        Apr 7, 2025 to Jun 16, 2025
      • Advisory employees · 7 to 6
        Apr 16, 2024 to May 29, 2024
      • Advisory activities · 4 to 3
        Apr 16, 2024 to May 29, 2024
      • BD registered reps · 5 to 0
        Apr 16, 2024 to May 29, 2024
      • Employees · 46 to 25
        Apr 16, 2024 to May 29, 2024
      • Discretionary RAUM · $675M to $827M
        Apr 16, 2024 to May 29, 2024
      • Pension RAUM · $35.9M to $37.4M
        Apr 16, 2024 to May 29, 2024
      • Pooled vehicle RAUM · $152M to $170M
        Apr 16, 2024 to May 29, 2024
      • RAUM · $675M to $827M
        Apr 16, 2024 to May 29, 2024
      • Advisory employees · 1 to 7
        Apr 5, 2023 to Jun 16, 2023
      • BD registered reps · 6 to 5
        Apr 5, 2023 to Jun 16, 2023
      • Employees · 40 to 46
        Apr 5, 2023 to Jun 16, 2023
      • Discretionary RAUM · $512M to $675M
        Apr 5, 2023 to Jun 16, 2023
      • Pension RAUM · $41.1M to $35.9M
        Apr 5, 2023 to Jun 16, 2023
      • Pooled vehicle RAUM · $153M to $152M
        Apr 5, 2023 to Jun 16, 2023
      • RAUM · $512M to $675M
        Apr 5, 2023 to Jun 16, 2023
      • BD registered reps · 8 to 6
        Jun 25, 2021 to Jun 24, 2022
      • Discretionary RAUM · $588M to $512M
        Jun 25, 2021 to Jun 24, 2022
      • Pension RAUM · $48.1M to $41.1M
        Jun 25, 2021 to Jun 24, 2022
      • Pooled vehicle RAUM · $155M to $153M
        Jun 25, 2021 to Jun 24, 2022
      • RAUM · $588M to $512M
        Jun 25, 2021 to Jun 24, 2022
      • Accounts · 3 to 4
        Jul 17, 2020 to Jun 25, 2021
      • Advisory employees · 2 to 1
        Jul 17, 2020 to Jun 25, 2021
      • BD registered reps · 6 to 8
        Jul 17, 2020 to Jun 25, 2021
      • Pension plan clients · 0 to 1
        Jul 17, 2020 to Jun 25, 2021
      • Employees · 44 to 40
        Jul 17, 2020 to Jun 25, 2021
      • Discretionary RAUM · $402M to $588M
        Jul 17, 2020 to Jun 25, 2021
      • Pension RAUM · unset to 48067013.0
        Jul 17, 2020 to Jun 25, 2021
      • Pooled vehicle RAUM · $99.6M to $155M
        Jul 17, 2020 to Jun 25, 2021
      • RAUM · $402M to $588M
        Jul 17, 2020 to Jun 25, 2021
      Signals
      21 dated events
      • Nomura Asset Management U.S.A. Inc. reported RAUM $1.0B, up 75% from $576.3M (2026-01-20 to 2026-06-24)
        Jun 24, 2026 · RAUM change · derived
      • Nomura Asset Management U.S.A. Inc. reported RAUM $576.3M, down 30% from $826.6M (2025-04-07 to 2025-06-16)
        Jun 16, 2025 · RAUM change · derived
      • Nmn Robert Stark (Board Of Director) appeared on Schedule A of Nomura Asset Management U.S.A. Inc.
        May 29, 2024 · Control person joined · fact
      • James Eugene Chiulli (Treasurer & Chief Financial Officer) appeared on Schedule A of Nomura Asset Management U.S.A. Inc.
        May 29, 2024 · Control person joined · fact
      • Nicholas Steven Aloupis (Board Of Director) appeared on Schedule A of Nomura Asset Management U.S.A. Inc.
        May 29, 2024 · Control person joined · fact
      • Jessica Amy Robles (Treasurer, Controller) no longer on Schedule A of Nomura Asset Management U.S.A. Inc. (listed 2024-04-16, absent 2024-05-29)
        May 29, 2024 · Control person left · inference
      • Shinichi Masuda (Chief Administrative Officer, Board Of Director) no longer on Schedule A of Nomura Asset Management U.S.A. Inc. (listed 2024-04-16, absent 2024-05-29)
        May 29, 2024 · Control person left · inference
      • Go Hiramatsu (Board Of Director) no longer on Schedule A of Nomura Asset Management U.S.A. Inc. (listed 2023-06-16, absent 2024-04-05)
        Apr 5, 2024 · Control person left · inference
      • Ken Suzuki (Director) appeared on Schedule A of Nomura Asset Management U.S.A. Inc.
        Apr 5, 2024 · Control person joined · fact
      • Nomura Asset Management U.S.A. Inc. reported RAUM $675.3M, up 32% from $511.7M (2023-04-05 to 2023-06-16)
        Jun 16, 2023 · RAUM change · derived
      • Zheng Liu (Board Of Director) no longer on Schedule A of Nomura Asset Management U.S.A. Inc. (listed 2022-09-19, absent 2023-04-05)
        Apr 5, 2023 · Control person left · inference
      • Shinichi Masuda (Chief Administrative Officer) appeared on Schedule A of Nomura Asset Management U.S.A. Inc.
        Sep 7, 2022 · Control person joined · fact
      • Eugene Shuster (Managing Director) no longer on Schedule A of Nomura Asset Management U.S.A. Inc. (listed 2020-07-17, absent 2021-06-25)
        Jun 25, 2021 · Control person left · inference
      • Nomura Asset Management U.S.A. Inc. reported RAUM $587.5M, up 46% from $401.6M (2020-07-17 to 2021-06-25)
        Jun 25, 2021 · RAUM change · derived
      • Gurunath Marti Subrahmanyam (Board Of Director) no longer on Schedule A of Nomura Asset Management U.S.A. Inc. (listed 2020-06-26, absent 2020-07-17)
        Jul 17, 2020 · Control person left · inference
      • Go Hiramatsu (Board Of Director) appeared on Schedule A of Nomura Asset Management U.S.A. Inc.
        Jul 17, 2020 · Control person joined · fact
      • Nomura Asset Management U.S.A. Inc. reported RAUM $475.4M, down 62% from $1.2B (2019-06-24 to 2019-10-16)
        Oct 16, 2019 · RAUM change · derived
      • Shalabh Garg (Managing Director) no longer on Schedule A of Nomura Asset Management U.S.A. Inc. (listed 2019-06-24, absent 2019-10-16)
        Oct 16, 2019 · Control person left · inference
      • Nomura Asset Management U.S.A. Inc. reported RAUM $1.2B, down 26% from $1.7B (2019-04-22 to 2019-06-24)
        Jun 24, 2019 · RAUM change · derived
      • Eugene Shuster (Chief Risk Officer, Managing Director) appeared on Schedule A of Nomura Asset Management U.S.A. Inc.
        Apr 22, 2019 · Control person joined · fact
      • Yutaka Itabashi (President, Ceo And Director) no longer on Schedule A of Nomura Asset Management U.S.A. Inc. (listed 2018-09-25, absent 2019-04-03)
        Apr 3, 2019 · Control person left · inference
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      nomura-asset.com/about-us/namusareportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      (212) 667-1414reportedpublic record, Form ADV, Jun 24, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026