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 organized as a limited liability company and operates as a hedge fund manager focused on pooled investment vehicles. The firm registered with the SEC in 2024 and describes its client base as institutional. Its advisory activity centers on portfolio management for pooled vehicles, and it engages in sponsor/GP and other manager roles for those vehicles. Regulatory/industry affiliations include acting as an investment adviser and as a CPO/CTA. Ownership is listed as individual. The firm charges both a percentage-of-assets fee and performance-based fees, a typical alignment for hedge fund strategies. Niles identifies itself as an active ESG investor, and it is not structured as a multi-state adviser, pension consultant, or capital allocator.
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 3Active vs passive
$83.7M in ETFs
100%
$83.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $36M | 169,388 | 43.08% |
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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