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Niles Investment Management, LLC

● SEC registered since 2024CRD 329384SEC# 801-129726Plantation, FL
Export (members)
Ranks #5,375 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$118.8M
Fund GAV
$118.8M
Private funds
2
Employees
3
Accounts
4
Location
Plantation, FL

Niles Investment Management, LLC assets under management

Niles Investment Management, LLC is an SEC-registered investment adviser based in Plantation, FL. The firm has been registered since 2024. It reports $118.8 million in regulatory assets under management and employs 3 people. Niles Investment Management, LLC manages 2 private funds with combined gross assets of $118.8 million, including Satori Master Fund Ltd. By regulatory assets, it ranks 5,375 of 5,911 private fund managers.

Niles Investment Management, LLC private funds

2 funds · $118.8M GAV
FundTypeGross assetsMin.
Satori Master Fund Ltd.Hedge$108.8M$250K
Satori Fund II, L.P.Hedge$10.1M$250K

Niles Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel T Niles ControlManaging Member50-75%2023
George Jardin Wood ControlChief Compliance OfficerUnder 5%2025
Jennifer Elizabeth Niles ControlMember25-50%2023

Frequently asked questions

How much does Niles Investment Management, LLC manage?

Niles Investment Management, LLC reports $118.8 million in regulatory assets under management on its Form ADV.

How many private funds does Niles Investment Management, LLC manage?

Niles Investment Management, LLC manages 2 private funds with combined gross assets of $118.8 million.

How many employees does Niles Investment Management, LLC have?

Niles Investment Management, LLC reports 3 employees.

Where is Niles Investment Management, LLC located?

Niles Investment Management, LLC is based in Plantation, FL and has been SEC-registered since 2024.

Does Niles Investment Management, LLC disclose fund performance?

Niles Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7901 SW 6th Ct., Suite 350, Plantation, FL 33324
Phone(305) 813-0484
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
CIK2016708
Discloses disciplinary historyNo

Assets under management

Discretionary$118.8M
Non-discretionary$0
Total (RAUM)$118.8M

Service providers