NILES INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- PLANTATION, Florida
- CRD number
- 329384
- Registered since
- March 21, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Niles Investment Management, LLC is structured as an individual-owned limited liability company that operates as a hedge fund and serves institutional clients. The firm is registered with the SEC (registration year 2024) and focuses on portfolio management for pooled investment vehicles, acting as a sponsor/GP and as an adviser to pooled products. Its compensation mixes a percentage-of-AUM charge with performance-based fees. The firm identifies as an active ESG investor.
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
Owners & executives
1 of 1GEORGE WOOD
Chief Compliance OfficerCRD 8060173
Contacts
2 of 2Jennifer Niles
MemberCRD 7852492
DANIEL NILES
Founder & Portfolio ManagerCRD 2091855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$48.5M in ETFs
100%
$48.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $6.9M | 79,148 | 14.15% |
Location
PLANTATION, FL
BROWARD
Location
PLANTATION, FL
Headquartered in PLANTATION, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 7901 SW 6th Ct
- Time zone
- ET (UTC-5)
- Office locations
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