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| Happy Holidays!! thanks for using AUM13F!! |
| Nilsine Partners LLC
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| CRD # | 315694 |
| SEC # | 801-122071 |
| CIK # | 0001913043 |
| AUM | $1.7 B (2025-07-09) |
| Employees | 15 (73% Investors, 13% Brokers) |
| Phone | 303-529-5800 |
| Address | 5675 Dtc Boulevard Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Atmos Energy Corp | 81.1 | ||
| Apple Inc | 42.4 | ||
| Nvidia Corp | 23.7 | ||
| Broadcom Inc | 20.3 | ||
| Amazon Com Inc | 19.9 | ||
| Kroger Co | 17.6 | ||
| Microsoft Corp | 17.2 | ||
| Costco Wholesale Corp /NEW | 14.0 | ||
| Netflix Inc | 13.1 | ||
| Tempur Pedic International Inc | 12.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Antero Private Credit Fund II LLC | 2025-07-09 | 0.0 | |
| Other | Antero Private Equity Fund II LLC | 2025-07-09 | 0.0 | |
| Other | Antero Real Assets Fund II LLC | 2025-07-09 | 0.0 | |
| Other | Proteus Feeder I Offshore SPC Ltd - Yampa Segregated Portfolio | [2025-03-21] | 21.1 | 16.6 |
| Other | Proteus Series Feeder Fund I LLC - Shavano Fund | [2025-03-21] | 33.3 | 17.9 |
| Other | Proteus Series Feeder Fund I LLC - Tabeguache Fund | [2025-03-21] | 11.3 | 6.2 |
| Other | Proteus Series I Feeder Fund LLC - Nilsine Partners Private Access Fund | 2025-03-21 | 0.0 | |
| Other | Antero Alternative Income Fund LLC | [2024-03-27] | 5.0 | 3.6 |
| Other | Antero Private Credit Fund LLC | [2024-03-27] | 19.7 | 13.0 |
| Other | Antero Private Equity Fund LLC | [2024-03-27] | 26.4 | 13.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 111.1 |
| (b) Individuals (high net worth individuals) | 259 | 1,405.7 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 163.6 |
| (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 | 5 | 30.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,510 | 1,711.3 |
| By Discretionary | ||
| Discretionary | 1,506 | 1,708.6 |
| Non-Discretionary | 4 | 2.8 |
| Total | 1,510 | 1,711.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,711.3 | |
| Total | 1,510 | 1,711.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jason Brown | 109 | ||
| Eric Knauss | 78 | ||
| Ryan Laughon | 50 | ||
| Anya Janeway | 43 | ||
| Molly Herendeen | 42 | ||
| Cheryl Ackerman | 58 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001913043] |
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WA | 1.7 |
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AL | 1.7 |
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Smith Group Asset Management LLC
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TX | 1.7 |
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Center for Financial Planning Inc
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MI | 1.7 |
|
Waddell & Associates LLC
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TN | 1.7 |
|
WestEnd Advisors LLC
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NC | 1.7 |