← Back to searchVisit website
NILSINE PARTNERS, LLC
CRD 315694 · SEC 801-122071
5675 DTC BOULEVARD, SUITE 175, GREENWOOD VILLAGE, CO, 80111, United States
Phone
303-529-5800
Fax
303-529-5799
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.88B
Discretionary AUM
$1.88B
Team
18 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 263 | $129.4M |
| High net worth individuals | 277 | $1.38B |
| Pooled investment vehicles | 11 | $161.5M |
| Charitable organizations | 2 | $176.1M |
| Corporations/business entities | 6 | $33.8M |
States served
AZ, CA, CO, ID, IL, KS, LA, MT, NE, NC, OK, UT, WY, MO, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD