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They include 277 high-net-worth individuals, 263 individual clients and 11 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nilsine Partners offer?","answer":"Nilsine Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Nilsine Partners charge?","answer":"Nilsine Partners charges up to 1.80% a year for its Portfolio Management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Nilsine Partners use?","answer":"Nilsine Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $1.88B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Nilsine Partners have?","answer":"Nilsine Partners has 13 investment adviser representatives registered with state securities authorities, out of 18 employees, and 12 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Nilsine Partners invest in?","answer":"At the end of its last fiscal year, Nilsine Partners’ separately managed accounts held 44% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 7% other, 6% pooled vehicles (private funds and similar), 6% cash and equivalents, 4% state and local bonds, 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 2% high-yield corporate bonds. The 7% other category is described as: Structured Notes. It advises 11 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nilsine Partners?","answer":"Nilsine Partners is owned through a holding company by R Scott and Brett Bills. Its direct owner is Nilsine Assets, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nilsine Partners get paid?","answer":"Nilsine Partners is paid through a percentage of assets under management and fixed fees. 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