General Counsel · Nilsine Partners, LLC
Patrick J. Burns
CRD 2991172 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Nilsine Partners, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $1.9 billion in regulatory assets, lists Patrick J. Burns on its Form ADV as General Counsel. The SEC filings also name Patrick at 1 other registered adviser.
Firms and roles
- Nilsine Partners, LLCGeneral CounselWealth manager · Greenwood Village, CO · $1.9B in regulatory assets
- Arden Global Family OfficesGeneral CounselWealth manager · United States · $146M in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Teresa L. FriessExecutive Director, Compliance, Nilsine Partners, LLC
- R Scott BillsChief Executive Officer, Nilsine Partners, LLC
- Brett R. BillsChief Investment Officer, Nilsine Partners, LLC
- Joshua P DeloachChief Strategy Officer, Nilsine Partners, LLC
- Aaron P. SeemanChief Experience Officer, Nilsine Partners, LLC
3 more people named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.