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NILSINE PARTNERS, LLC
CRD 315694File 801-122071
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.88B
Top 25% of cohort (national)
Discretionary AUM
$1.88B
Non-discretionary $2.9M
Clients
559
1,552 accounts
Employees
18
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 12, 2021
- Principal office
- 5675 DTC BOULEVARD, SUITE 175, GREENWOOD VILLAGE, CO, 80111
- Phone
- 303-529-5800
- Website
- https://nilsinepartners.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.88B
- Discretionary AUM
- $1.88B
- Non-discretionary AUM
- $2.9M
- Discretionary accounts
- 1,548
- Non-discretionary accounts
- 4
- Total accounts
- 1,552
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $33.8M |
| Charitable organizations | Fewer than 5 | $176.1M |
| High net worth individuals | 277 | $1.38B |
| Pooled investment vehicles | 11 | $161.5M |
| Individuals (other than high net worth individuals) | 263 | $129.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2026 | Clients | 544 | 559 | increased by15 |
| Apr 1, 2026 | AUM | $1,711,323,950 | $1,881,704,852 | increased by$170,380,902 |
| Apr 1, 2026 | Accounts | 1,510 | 1,552 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 15 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 358 | 544 | increased by186 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,009,267,036 | $1,711,323,950 | increased by$702,056,914 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,378 | 1,510 | increased by132 |
| Apr 1, 2022 | Clients | 341 | 358 | increased by17 |
| Apr 1, 2022 | AUM | $890,570,442 | $1,009,267,036 | increased by$118,696,594 |
| Apr 1, 2022 | Accounts | 1,252 | 1,378 | increased by126 |
| Jan 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jan 1, 2022 | Custody | No | Yes | |
| Jan 1, 2022 | AUM | $0 | $890,570,442 | increased by$890,570,442 |
| Jan 1, 2022 | Accounts | 0 | 1,252 | increased by1,252 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NILSINE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NILSINE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.