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| Nilsine Partners LLC
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|---|---|
| CRD # | 315694 |
| SEC # | 801-122071 |
| CIK # | 0001913043 |
| AUM | $1.0 BB (2023-03-27) |
| Employees | 12 (58% Investors, 33% Brokers) |
| Phone | 303-529-5800 |
| Address | 5675 Dtc Boulevard Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ATO | 15,382.0 | 25.5 | |
| AAPL | 2,382,844.0 | 24.3 | |
| KR | 34,654.6 | 11.9 | |
| MSFT | 1,918,222.4 | 10.3 | |
| DBP | 9.4 | ||
| AMZN | 1,092,997.8 | 8.8 | |
| DBB | 8.3 | ||
| AVGO | 201,282.9 | 7.8 | |
| V | 419,260.5 | 7.4 | |
| TPX | 3,949.7 | 7.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 31.2 |
| (b) Individuals (high net worth individuals) | 307 | 868.1 |
| (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 | 7 | 149.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,740 | 1,049.1 |
| By Discretionary | ||
| Discretionary | 1,385 | 832.1 |
| Non-Discretionary | 355 | 217.1 |
| Total | 1,740 | 1,049.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,049.1 | |
| Total | 1,740 | 1,049.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001913043] |
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1.1 | |
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