Niles Investment Management, LLC
● SEC registered since 2024CRD 329384SEC# 801-129726Plantation, FL
Ranks #5,211 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$185.5M
Fund GAV
$185.5M
Private funds
2
Employees
4
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 $185.5 million in regulatory assets under management and employs 4 people. Niles Investment Management, LLC manages 2 private funds with combined gross assets of $185.5 million, including Satori Master Fund Ltd. By regulatory assets, it ranks 5,211 of 6,004 private fund managers.
Niles Investment Management, LLC private funds
2 funds · $185.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Satori Master Fund Ltd. | Hedge | $169.3M | $250K |
| Satori Fund II, L.P. | Hedge | $16.2M | $250K |
Niles Investment Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel T Niles Control | Managing Member | 50-75% | 2023 |
| George Jardin Wood Control | Chief Compliance Officer | Under 5% | 2025 |
| Jennifer Elizabeth Niles Control | Member | 25-50% | 2023 |
Frequently asked questions
How much does Niles Investment Management, LLC manage?
Niles Investment Management, LLC reports $185.5 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 $185.5 million.
How many employees does Niles Investment Management, LLC have?
Niles Investment Management, LLC reports 4 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
| Address | 7901 SW 6th Ct., Suite 350, Plantation, FL 33324 |
| Phone | (305) 813-0484 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2016708 |
| Discloses disciplinary history | No |
Regulatory AUM
$185.5M▲ 56%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
AUM vs fund managersTop 87%
Larger than 13% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$185.5Mregulatory AUM
Discretionary $185.5M
Service providers
Auditor
Prime broker
Custodian
Administrator