NILSINE PARTNERS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$1.2M

Accounts

1,552

Employees

Advisory reps

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

FINTRX

Overview

Nilsine Partners, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as a limited liability company owned by a combination of domestic entity and individual interests. The firm serves both individual and family clients as well as institutional investors and offers a mix of percentage-of-AUM and fixed-fee arrangements. Core advisory services include financial planning, discretionary portfolio management across individuals, pooled vehicles and institutions, and the selection of third‑party advisers. Nilsine identifies as an active ESG investor and positions itself as a capital allocator that integrates external managers and private funds alongside traditional portfolios. The firm has been recognized by Forbes on its RIA lists in consecutive years (America’s Top RIA Firms, 2023; Top RIA Firms, 2024), indicating visibility among peer rankings.