Nilsine Partners, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 559
- Avg AUM / client
- $3.4M
- Accounts
- 1,552
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Investments (13F portfolio — 416 positions, $1,279,576,619)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Atmos Energy Corp Com | Stock | $91,200,860 | 491,331 | 7.13% | 4.85% |
| 2 | Apple Inc Com | Stock | $58,489,458 | 218,562 | 4.57% | 3.11% |
| 3 | Nvidia Corporation Com | Stock | $38,920,452 | 179,680 | 3.04% | 2.07% |
| 4 | Broadcom Inc Com | Stock | $28,122,277 | 67,246 | 2.2% | 1.49% |
| 5 | Amazon Com Inc Com | Stock | $27,133,763 | 103,913 | 2.12% | 1.44% |
| 6 | Lam Research Corp Com New | Stock | $25,904,187 | 99,835 | 2.02% | 1.38% |
| 7 | First Trust Nasdaq Semiconductor Etf | ETF | $23,390,608 | 112,309 | 1.83% | 1.24% |
| 8 | State Street Spdr S&P 500 Etf | ETF | $21,482,062 | 30,038 | 1.68% | 1.14% |
| 9 | First Trust Energy Alphadex Fund | ETF | $20,198,365 | 939,896 | 1.58% | 1.07% |
| 10 | First Trust Nyse Arca Biotechnology Index Fund | ETF | $19,388,375 | 95,083 | 1.52% | 1.03% |
| 11 | First Trust Nasdaq Transportation Etf | ETF | $18,809,948 | 453,361 | 1.47% | 1.0% |
| 12 | Microsoft Corp Com | Stock | $17,935,097 | 42,218 | 1.4% | 0.95% |
| 13 | First Trust Indxx Aerospace & Defense Etf | ETF | $17,482,143 | 398,408 | 1.37% | 0.93% |
| 14 | Costco Wholesale Corporation Com | Stock | $16,398,750 | 16,431 | 1.28% | 0.87% |
| 15 | Kroger Co Com | Stock | $16,204,151 | 245,890 | 1.27% | 0.86% |
| 16 | Micron Technology Inc Com | Stock | $15,475,045 | 29,501 | 1.21% | 0.82% |
| 17 | Somnigroup International Inc Com | Stock | $14,362,745 | 180,573 | 1.12% | 0.76% |
| 18 | Pgim Aaa Clo Etf | ETF | $14,188,148 | 275,873 | 1.11% | 0.75% |
| 19 | Meta Platforms Inc Cl A | Stock | $13,516,185 | 19,917 | 1.06% | 0.72% |
| 20 | Kla Corp Com New | Stock | $12,716,700 | 6,693 | 0.99% | 0.68% |
| 21 | Janus Henderson Aaa Clo Etf | ETF | $12,298,678 | 242,769 | 0.96% | 0.65% |
| 22 | Jpmorgan Chase & Co Com | Stock | $12,131,894 | 38,930 | 0.95% | 0.64% |
| 23 | Berkshire Hathaway Inc Del Cl B New | Stock | $10,416,004 | 22,030 | 0.81% | 0.55% |
| 24 | Visa Inc Com Cl A | Stock | $10,414,708 | 33,634 | 0.81% | 0.55% |
| 25 | Counterpoint Quantitative Equity Etf | ETF | $10,265,531 | 221,622 | 0.8% | 0.55% |
Top 25 of 416 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 263 | $129M | 6.88% |
| High net worth individuals | 277 | $1.4B | 73.4% |
| Pooled investment vehicles (non-investment companies) | 11 | $162M | 8.58% |
| Charitable organizations | 2 | $176M | 9.36% |
| Corporations and other businesses | 6 | $33.8M | 1.79% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $55.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Antero Private Equity Fund, Llc master | Other Private Fund | Delaware | $21.9M | 37 |
| Antero Private Credit Fund, Llc master | Other Private Fund | Delaware | $16.7M | 37 |
| Antero Real Assets Fund, Llc master | Other Private Fund | Delaware | $11.4M | 37 |
| Antero Alternative Income Fund, Llc master | Other Private Fund | Delaware | $5.7M | 37 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Patrick Seeman | Chief Of Philanthropic & Trust Services | Sep 2021 (5y) | Less than 5% | |
| Brett Robert Bills | Managing Member | Sep 2021 (5y) | ≈ 18.75% – 50% via Nilsine Assets, Llc | |
| Joshua P Deloach | Chief Strategy Officer | CFP | Sep 2021 (5y) | Less than 5% |
| R Scott Bills | Managing Member | CFP | Sep 2021 (5y) | ≈ 18.75% – 50% via Nilsine Assets, Llc |
| Teresa Lee Friess | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Burns, Patrick, Joseph | General Counsel | Mar 2023 (3y) | Less than 5% | |
| Samuel Stacey | Registered representative | Jul 2022 (4y) | ||
| Daniel William Weeks | Registered representative | CFP | Nov 2022 (4y) | |
| Devin B Pope | Registered representative | CFP | Apr 2023 (3y) | |
| Jennifer Lynn Boyle | Registered representative | Apr 2023 (3y) | ||
| Christine S Wang | Registered representative | CFP | Aug 2023 (3y) | |
| Carter Samuel Hall | Registered representative | Nov 2024 (2y) | ||
| Elizabeth A Landsinger | Registered representative | Apr 2025 (1y) | ||
| Madeline Anderson Testwuide | Registered representative | CFP | Apr 2025 (1y) | |
| Liliya Tchistiak | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nilsine Assets, Llc | Member | Aug 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brett Robert Bills: 25% – 50% of Nilsine Assets, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- R Scott Bills: 25% – 50% of Nilsine Assets, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $55.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Antero Private Equity Fund, Llc | Other Private Fund | $21.9M | $100K | 37 |
| Antero Private Credit Fund, Llc | Other Private Fund | $16.7M | $100K | 37 |
| Antero Real Assets Fund, Llc | Other Private Fund | $11.4M | $100K | 37 |
| Antero Alternative Income Fund, Llc | Other Private Fund | $5.7M | $100K | 37 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 2.97 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗