Nilsine Partners, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 315694
- Registered since
- August 12, 2021
- Website
- nilsinepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.39%
- Charitable Organizations9.36%
- Pooled Investment Vehicles8.58%
- Individuals6.88%
- Corporations / Businesses1.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Nilsine Partners, LLC is an independent registered investment adviser that began SEC registration in 2021 and serves both individual/family and institutional clients. The firm functions as a capital allocator, combining direct portfolio management and the selection of third‑party managers alongside financial planning and pooled-vehicle advisory services. Its fee model includes percentage-of-AUM charges and fixed fees. Nilsine identifies as an active ESG investor and has been recognized by Forbes in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Public Funds/Mutual Funds26%
- Other7%
- Private Funds6%
- Cash & Cash Equivalents6%
Owners & executives
3 of 5
Melissa Straw
Chief Compliance OfficerCRD 5194152
Liliya Tchistiak
Wealth CoordinatorCRD 6842320
R Scott Bills
Chief Executive Officer, PartnerCRD 5079992
Contacts
3 of 12
Daniel Weeks
DirectorCRD 5159118
Carter Hall
Investment AnalystCRD 7999339
Madeline Anderson
Senior Wealth AdvisorCRD 6242525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$604M in ETFs
83%
$499M
17%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ SEMICONDUCTOR ETF (FTXL) | First Trust | Passive | Technology | $32.1M | 112,477 | 5.30% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 5675 Dtc Blvd
- Time zone
- MT (UTC-7)
- Office locations
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