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NILSINE PARTNERS, LLC

GREENWOOD VILLAGE, CO · CRD 315694 · IAPD ↗ · link.edgepilot.com · 303-529-5800

$1.88BRegulatory AUM
12Advisory reps
18Employees
0Clients
0Planning clients
11Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — NILSINE PARTNERS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
December 2025 — NILSINE PARTNERS, LLC notice-filed in NC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — NILSINE PARTNERS, LLC reported RAUM up 38% ($1.24B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2024 — NILSINE PARTNERS, LLC notice-filed in NV, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — NILSINE PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — NILSINE PARTNERS, LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — NILSINE PARTNERS, LLC now reports 4 private fund(s) ($55.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.