National Investment Services of America, LLC
● SEC registered since 2020CRD 307169SEC# 801-118132Milwaukee, WI
Ranks #633 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$16.25B
Fund GAV
$7.73B
Private funds
12
Employees
38
Accounts
360
Location
Milwaukee, WI
National Investment Services of America, LLC assets under management
National Investment Services of America, LLC is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2020. It reports $16.3 billion in regulatory assets under management and employs 38 people. National Investment Services of America, LLC manages 12 private funds with combined gross assets of $7.7 billion, including Nis Core Fixed Income Fund, LLC. By regulatory assets, it ranks 633 of 6,004 private fund managers.
National Investment Services of America, LLC private funds
12 funds · $7.73B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Nis Core Fixed Income Fund, LLC | Other Private | $2.43B | $250K |
| Nis Core Fixed Income Qp Fund, LLC | Other Private | $2.1B | $1M |
| Nis Intermediate Fixed Income Fund, LLC | Other Private | $1.14B | $250K |
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Join to unlock · $37/moNational Investment Services of America, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bartlett Joseph McCartin Control | Chief Executive Officer, 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 |
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Join to unlock · $37/moFrequently asked questions
How much does National Investment Services of America, LLC manage?
National Investment Services of America, LLC reports $16.3 billion in regulatory assets under management on its Form ADV.
How many private funds does National Investment Services of America, LLC manage?
National Investment Services of America, LLC manages 12 private funds with combined gross assets of $7.7 billion.
How many employees does National Investment Services of America, LLC have?
National Investment Services of America, LLC reports 38 employees.
Where is National Investment Services of America, LLC located?
National Investment Services of America, LLC is based in Milwaukee, WI and has been SEC-registered since 2020.
Does National Investment Services of America, LLC disclose fund performance?
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.
Contact & registration
| 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 |
Regulatory AUM
$16.25B▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,004 private-fund managers
Number of fundsTop 21%
More funds than 79% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$16.25Bregulatory AUM
Discretionary $16.25B
Fund type mix
Other Private8
Hedge4