{
  "crd_number": 315694,
  "slug": "nilsine-partners-llc-greenwood-village-co-315694",
  "primary_business_name": "NILSINE PARTNERS, LLC",
  "legal_name": "NILSINE PARTNERS, LLC",
  "dbas": [],
  "city": "Greenwood Village",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-08-12",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 1881704852.0,
  "raum_discretionary": 1878790798.0,
  "raum_non_discretionary": 2914054.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 18,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 176073097.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 129399559.0,
      "count": 263
    },
    "high_net_worth_individuals": {
      "raum": 1380962076.0,
      "count": 277
    },
    "pooled_investment_vehicles": {
      "raum": 161505844.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 33764276.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "IL",
    "KS",
    "LA",
    "MO",
    "MT",
    "NC",
    "NE",
    "OK",
    "SD",
    "TX",
    "UT",
    "WA",
    "WY"
  ],
  "websites": [
    "https://link.edgepilot.com/s/3b99da3c/qrOj6ouXX0Wy4yIhwiuDPQ?u=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnilsine-partners%2F",
    "https://link.edgepilot.com/s/d4c16563/zvCgsN6JpUOYDMdm67RSiw?u=https%3A%2F%2Fwww.youtube.com%2Fchannel%2FUCod9UxWEGX_KH0TeJq-haCA",
    "https://nilsinepartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315694",
  "city_as_filed": "GREENWOOD VILLAGE",
  "url": "https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694",
  "display_name": "Nilsine Partners, LLC",
  "summary": "Nilsine Partners, LLC is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Nilsine Partners, LLC (CRD 315694): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Nilsine Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nilsine Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Nilsine Partners, LLC located?",
      "a": "Nilsine Partners, LLC's principal office is in Greenwood Village, CO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Nilsine Partners, LLC registered with the SEC or a state?",
      "a": "Nilsine Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315694."
    },
    {
      "q": "How much does Nilsine Partners, LLC manage?",
      "a": "Nilsine Partners, LLC reports $1,881,704,852 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Nilsine Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Nilsine Partners, LLC: Regulatory assets under management: $0 in the October 2021 data and $1,881,704,852 in the October 2026 data. Total employees: 9 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Nilsine Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (277); individuals (other than high net worth individuals) (263); pooled investment vehicles (other than investment companies and business development companies) (11)."
    },
    {
      "q": "Which custodians does Nilsine Partners, LLC use?",
      "a": "Nilsine Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Nilsine Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315694"
    },
    {
      "q": "What changed in Nilsine Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Registered or notice-filed in MO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 9,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1009267036.0,
      "total_employees": 9,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1049117400.0,
      "total_employees": 12,
      "filing_date": "2023-08-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1236202842.0,
      "total_employees": 14,
      "filing_date": "2024-07-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1711323950.0,
      "total_employees": 15,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1881704852.0,
      "total_employees": 18,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Registered or notice-filed in MO."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NC, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$12,500",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $12,500"
        ],
        "quotes": [
          "Nilsine Partners reserves the discretion to charge a minimum annual fee of $12,500 to new clients to the firm after January 1, 2026."
        ]
      }
    ],
    "quotes": [
      "Nilsine Partners reserves the discretion to charge a minimum annual fee of $12,500 to new clients to the firm after January 1, 2026."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 263,
      "fewer_than_5": false,
      "raum": 129399559.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 277,
      "fewer_than_5": false,
      "raum": 1380962076.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 161505844.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 176073097.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 33764276.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315694",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}