Niles Investment Management, LLC

Fee-Only (% of Portfolio)

Niles Investment Management manages investments for private funds, pursuing a long-short strategy focused on long-term capital appreciation. The firm primarily invests in securities of companies across various industries, mainly in the United States but also internationally. Investment decisions are based on identifying catalysts that are expected to change an issuer’s earnings expectations relative to current consensus.

Assets Under Management$120M
Clients4
Advisors1
Avg. per Client$30M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Niles Investment Management does not directly manage investments for individual investors. The firm manages private investment funds and receives management fees and incentive allocations from those funds.

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Location

1 Advisors at this firm