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| Niles Investment Management LLC
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| CRD # | 329384 |
| SEC # | 801-129726 |
| CIK # | 0002016708 |
| AUM | 185.5 M (2026-03-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 305-813-0484 |
| Address | 7901 SW 6th Ct Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Mon, 27 Jul 2026 | Watch CNBC’s full interview with Niles Investment Management’s Dan Niles — CNBC |
| Tue, 16 Jun 2026 | Niles Investment Management LLC Acquires New Holdings in NVIDIA Corporation $NVDA — MarketBeat |
| Wed, 27 May 2026 | Investors should position for post-Iran war trades now, Niles Investment Management CEO says — foxbusiness.com |
| Fri, 15 May 2026 | Watch CNBC's full interview with Dan Niles of Niles Investment Management — CNBC |
| CIK | Period |
|---|---|
| 0002016708 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.7 | ||
| Alphabet Inc | 12.1 | ||
| Apple Inc | 8.5 | ||
| Facebook Inc | 6.7 | ||
| Intel Corp | 6.5 | ||
| Take Two Interactive Software Inc | 6.5 | ||
| Amazon Com Inc | 6.3 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Agnico Eagle Mines Ltd | 4.2 | ||
| Swift Transportation Co | 4.0 | ||
| Baidu Inc | 3.6 | ||
| Warby Parker Inc | 2.3 | ||
| Advanced Micro Devices Inc | 2.0 | ||
| Netflix Inc | 2.0 | ||
| American Express Co | 1.9 | ||
| Constellation Energy Corp | 1.8 | ||
| Impinj Inc | 0.7 | ||
| Destiny Tech100 Inc | 0.6 | ||
| Cisco Systems Inc | 0.6 | ||
| Nike Inc | 0.6 | ||
| Boeing Co | 0.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Satori Fund II LP | [2020-06-17] | 17.6 M | 16.2 M |
| Filed 2025-05-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Satori Master Fund Ltd | [2012-03-28] | 20.3 M | 169.3 M |
| Filed 2025-05-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 185.5 |
| (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 | 185.5 |
| By Discretionary | ||
| Discretionary | 4 | 185.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 185.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 169.3 | |
| United States Persons | 16.2 | |
| Total | 4 | 185.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Donald O'Hara | Executive Officer | 6 | 4 | |
| Patrick Murray | Director | 21 | 2 | |
| Niles Investment Management LLC | Executive Officer | 3 | 2 | |
| Daniel Niles | Executive Officer | 3 | 2 | |
| Jennifer Niles | Executive Officer | 3 | 2 | |
| SF GP II LLC | Executive Officer | 1 | 1 | |
| Kevin Lincoln | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002016708] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 254900FNYMA5QRF1KI45 |
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|---|---|---|
|
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✚
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|
X Cubed Capital Management LLC
✚
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