Overview
Assets Under Management: $1.7 billion
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 259
Average Client Assets: $5 million
Frequently Asked Questions
NILSINE PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315694), NILSINE PARTNERS, LLC is subject to fiduciary duty under federal law.
NILSINE PARTNERS, LLC is headquartered in GREENWOOD VILLAGE, CO.
NILSINE PARTNERS, LLC serves 259 high-net-worth clients according to their SEC filing dated August 14, 2025. View client details ↓
According to their SEC Form ADV, NILSINE PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
NILSINE PARTNERS, LLC manages $1.7 billion in client assets according to their SEC filing dated August 14, 2025.
According to their SEC Form ADV, NILSINE PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 259
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.14
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,510
Discretionary Accounts: 1,506
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 315694
Filing ID: 2009737
Last Filing Date: 2025-08-14 16:54:00
Website: https://nilsinepartners.com