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| Happy Holidays!! thanks for using AUM13F!! |
| Niles Investment Management LLC
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| CRD # | 329384 |
| SEC # | 801-129726 |
| CIK # | 0002016708 |
| AUM | $118.8 M (2025-03-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 305-813-0484 |
| Address | 7901 SW 6th Ct Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Satori Fund II LP | [2020-06-17] | 17.6 | 10.1 |
| HF | Satori Master Fund Ltd | [2012-03-28] | 20.3 | 108.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 118.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 118.8 |
| By Discretionary | ||
| Discretionary | 4 | 118.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 118.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 108.8 | |
| United States Persons | 10.1 | |
| Total | 4 | 118.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Donald OHara | 6 | ||
| Patrick Murray | 21 | ||
| Niles Investment Management LLC | 3 | ||
| Daniel Niles | 3 | ||
| Jennifer Niles | 3 | ||
| SF GP II LLC | 1 | ||
| Kevin Lincoln | 1 |
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0.1 | |
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