Niles Investment Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$185M

Discretionary

$185M

100% of AUM

Avg account

$46.4M

Accounts

4

Employees

4

Advisory reps

3

Firm details

Headquarters: Plantation, Florida
CRD number: 329384
Registered since: March 21, 2024
Website: www.nilesinvestmentmanagement.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Niles Investment Management, LLC is an SEC‑registered hedge fund manager organized as an LLC and owned by an individual. The firm targets institutional clients and provides portfolio management for pooled investment vehicles, acting in sponsor/GP and CPO/CTA-like roles for its funds. Its fee arrangement blends a percentage-of-AUM management fee with performance-based compensation. The manager identifies as an active ESG investor and notes its primary focus on managing collective investment vehicles rather than serving as a broad capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

George Wood
Chief Compliance OfficerCRD 8060173

Contacts

2 of 2

Jennifer Niles
MemberCRD 7852492
Daniel Niles
Founder & Portfolio ManagerCRD 2091855

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$83.7M in ETFs

Passive

100%

$83.7M

Active

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%

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Primary office

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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