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, privately held registered investment adviser that began SEC registration in 2021. The firm manages wealth for both individuals/families and institutional clients and provides a mix of financial planning, portfolio management for individuals, pooled vehicles and institutions, and manager selection services. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Nilsine reports active engagement with ESG considerations in its investment process and has been recognized by Forbes among its Top RIA firms in both 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$595M in ETFs
80%
$478M
18%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) | First Trust | Passive | Health | $25.3M | 93,058 | 4.26% |
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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