| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Nis Core Fixed Income Qp Fund, LLC | Other Private | $1.67B | $1M |
| Nis Core Fixed Income Fund, LLC | Other Private | $1.63B | $250K |
| Nis Intermediate Fixed Income Fund, LLC | Other Private | $1.08B | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bartlett Joseph McCartin Control | Chief Executive Officer-Elect, Principal, Managing Partner, Director | Under 5% | 2019 |
| Gregory John Stumm Control | Director | Under 5% | 2024 |
| Jason Christopher Berrie Control | Chief Investment Officer, Director | Under 5% | 2020 |
National Investment Services of America, LLC reports $12.9 billion in regulatory assets under management on its Form ADV.
National Investment Services of America, LLC manages 11 private funds with combined gross assets of $6.1 billion.
National Investment Services of America, LLC reports 37 employees.
National Investment Services of America, LLC is based in Milwaukee, WI and has been SEC-registered since 2020.
National Investment Services of America, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 |
| Phone | 414.765.1980 |
| Fax | 414.765.1998 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $12.91B |
| Non-discretionary | $0 |
| Total (RAUM) | $12.91B |