# Nilsine Partners, LLC

> 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.

- CRD: 315694
- Filed as: NILSINE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315694
- AdvisorCensus page: https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694

## Quick answers

**How is Nilsine Partners, LLC compensated?**
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).

**How much does Nilsine Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $5,000 to $250,000 (standalone financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Nilsine Partners, LLC located?**
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).

**Is Nilsine Partners, LLC registered with the SEC or a state?**
Nilsine Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315694.

**How much does Nilsine Partners, LLC manage?**
Nilsine Partners, LLC reports $1,881,704,852 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Nilsine Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Nilsine Partners, LLC serve?**
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).

**Which custodians does Nilsine Partners, LLC use?**
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.

**Does Nilsine Partners, LLC report any disciplinary disclosures?**
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

**What changed in Nilsine Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Registered or notice-filed in MO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Minimum annual fee: $12,500

> Nilsine Partners reserves the discretion to charge a minimum annual fee of $12,500 to new clients to the firm after January 1, 2026.

- Flat fee: $5,000 to $250,000 (standalone financial planning and consulting services)

> Our firm charges on a flat fee basis for standalone financial planning and consulting services. The ultimate fee charged is based on the scope and complexity of our engagement with the Client. Flat fees will range from $5,000 to $250,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,881,704,852
- Discretionary: $1,878,790,798
- Non-discretionary: $2,914,054

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 263 | $129,399,559 |
| High net worth individuals | 277 | $1,380,962,076 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $161,505,844 |
| Charitable organizations | 2 | $176,073,097 |
| Corporations or other businesses not listed above | 6 | $33,764,276 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 18 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, KS, LA, MO, MT, NC, NE, OK, SD, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cottonwood Heights, UT

### Websites listed on Form ADV (Item 1.I)
- [link.edgepilot.com/s/3b99da3c/qrOj6ouXX0Wy4yIhwiuDPQ](https://link.edgepilot.com/s/3b99da3c/qrOj6ouXX0Wy4yIhwiuDPQ)
- [link.edgepilot.com/s/d4c16563/zvCgsN6JpUOYDMdm67RSiw](https://link.edgepilot.com/s/d4c16563/zvCgsN6JpUOYDMdm67RSiw)
- [nilsinepartners.com](https://nilsinepartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 9 | September 21, 2021 |
| October 2022 | $1,009,267,036 | 9 | March 29, 2022 |
| October 2023 | $1,049,117,400 | 12 | August 14, 2023 |
| October 2024 | $1,236,202,842 | 14 | July 19, 2024 |
| October 2025 | $1,711,323,950 | 15 | July 9, 2025 |
| October 2026 | $1,881,704,852 | 18 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Registered or notice-filed in MO.

### December 2025
- Registered or notice-filed in NC, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nilsine Partners, LLC (CRD 315694): Form ADV filing data as of October 2026.