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Nilsine Partners LLC
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CRD # | 315694 |
SEC # | 801-122071 |
CIK # | 0001913043 |
AUM | $1.2 BB (2024-07-19) |
Employees | 14 (71% Investors, 14% Brokers) |
Phone | 303-529-5800 |
Address | 5675 Dtc Boulevard Greenwood Village, CO 80111 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 40.0 | |
AVGO | 201,282.9 | 18.5 | |
NVDA | 399,550.0 | 18.4 | |
AMZN | 1,092,997.8 | 16.2 | |
MSFT | 1,918,222.4 | 15.8 | |
LRCX | 60,793.2 | 12.3 | |
COST | 207,576.9 | 11.5 | |
KR | 34,654.6 | 11.5 | |
LLY | 301,789.7 | 10.3 | |
NVO | 245,328.6 | 9.9 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Antero Alternative Income Fund LLC | [2024-03-27] | 3.0 | 5.7 |
Other | Antero Private Credit Fund LLC | [2024-03-27] | 8.9 | 16.7 |
Other | Antero Private Equity Fund LLC | [2024-03-27] | 11.8 | 21.9 |
Other | Antero Real Assets Fund LLC | [2024-03-27] | 5.9 | 11.4 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 148 | 44.3 |
(b) Individuals (high net worth individuals) | 341 | 1,016.2 |
(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 | 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 | 8 | 175.6 |
(n) Other | 0 | 0.0 |
Total | 1,382 | 1,236.2 |
By Discretionary | ||
Discretionary | 1,164 | 1,046.6 |
Non-Discretionary | 218 | 189.6 |
Total | 1,382 | 1,236.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 1,236.1 | |
Total | 1,382 | 1,236.2 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Jason Brown | 99 | ||
Eric Knauss | 69 | ||
Cheryl Ackerman | 58 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001913043] |
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