Niles Investment Management

Niles Investment Management is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). Its CRD (Central Registration Depository) number and Form ADV filings are available through the SEC's Investment Adviser Public Disclosure website. The registration indicates the firm can provide discretionary portfolio management services, but it does not disclose specific assets under management or investment strategies in public summaries.

No public website or official LinkedIn page has been identified for Niles Investment Management. The firm appears to operate without an active marketing or media presence, which is not uncommon for boutique advisory shops that rely on word-of-mouth or private referrals rather than public-facing branding. Its SEC registration remains the primary public record of its existence.

The exact client count is not publicly disclosed in a consolidated, easily accessible format. SEC filings for smaller registered investment advisers often reveal a client base in the single digits or low double digits, but without access to the most recently amended Form ADV Part 1, the precise number remains unverified. The firm classifies itself as providing services to individuals and potentially other pooled investment vehicles.

The firm's publicly available regulatory filings do not detail its investment strategy, asset class allocation, or sector focus. As a discretionary manager, it constructs and manages portfolios on behalf of clients, but without marketing materials or a stated investment philosophy, the specific strategies—whether equity, fixed income, or alternatives—are not known.

No named principals, portfolio managers, or investment committee members are publicly associated with Niles Investment Management. The firm's SEC filings include registered representatives and direct owners, but these records are not consistently surfaced in media or commercial databases. As a small LLC, the decision-making structure is likely concentrated among one or two individuals, but their identities remain private.