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Firm profile

Nilsine Partners, LLC

GREENWOOD VILLAGE, COCRD 315694Latest ADV March 24, 2026

Nilsine Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 24, 2026, reports $1.9B in regulatory assets under management, 18 employees, 1 office, and 1,552 accounts.

Assets Under Management
$1.9B
Employees
18
Offices
1 office
Total Clients
559
Primary office
GREENWOOD VILLAGE, CO
5675 DTC BOULEVARD, SUITE 175, GREENWOOD VILLAGE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOR Scott Bills
CCOMelissa A. Straw
CIOBrett R. Bills

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 49.6% of total clients.
Top client categories% of clientsClients
1
HNWI
49.6%
277
2
Individuals
47.0%
263
3
Pooled Investment Vehicles
2.0%
11
4
Corporations
1.1%
6
5
Charitable
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.9Bas of March 24, 2026
Discretionary99.8%
$1.9B
100% of total RAUM99.8%
Non-discretionary0.2%
$3M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.9B
Total Accounts1,552
10Y AUM Change+$1.9B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee31:1
10Y Employee Change+9 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.