NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

RIASEC RegisteredEst. 2020

Total AUM

$16.3B

Discretionary

$16.3B

100% of AUM

Avg account

$45.1M

Accounts

360

Employees

Advisory reps

Firm details

Headquarters: MILWAUKEE, Wisconsin
CRD number: 307169
Registered since: February 26, 2020
Website: www.nisi.net
Custodians: MELLON TRUST, U.S. BANK, N.A., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans79.88%
State / Municipal Government7.82%
Charitable Organizations4.04%
Corporations / Businesses3.63%
Pooled Investment Vehicles2.52%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

National Investment Services Of America, LLC is an SEC-registered limited liability company (registration began in 2020) that combines fund-provider activity with advisory services for both individual/family and institutional clients. The firm is organized and marketed as a hedge-fund/other-fund provider and operates in a number of manager and vehicle roles: it registers as a CPO/CTA, serves as sponsor/GP/managing member of pooled vehicles, and provides portfolio management for individuals, businesses, pooled vehicles and investment companies. Compensation includes both a percentage-of-AUM fee and performance-based fees. The firm is not positioned as an ESG investor and is not characterized as a multi-state adviser in its snapshot data. Industry affiliations listed include broker-dealer relationships, other investment-adviser roles, and CPO/CTA activity. National Investment Services Of America, LLC was recognized on CNBC’s Top 100 Financial Advisory Firms list in 2019.