SourcingSourcing

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

C29
CRD 307169·SEC 801-118132·MILWAUKEE, WI
AUM
$16.25B
$1B+
Est. Revenue
$162.5M
@ 1% on AUM
Est. EBITDA
$48.8M
@ 30% margin
Est. Deal Value
$390.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD
307169
SEC file #
801-118132
EIN
000000000
DBA names
—

Economics

AUM
$16.25B
AUM band
$1B+
AUM trajectory
'21'26
$8.75B → $16.25B▲ +86%
Client mix
Pension Profit Sharing Plans263
Charitable Organizations35
State Or Municipal Govt29
Pooled Investment Vehicles12
Individuals Other10

Operations

Employees (total)
38
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'21'26
24 advisors → 16 advisors▼ -33%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
nisi.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RESOLUTE INVESTMENT MANAGERS,
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
13
Control Persons
RESOLUTE INVESTMENT MANAGERS,
NIS HOLDING CORPORATION
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NISI.NET
Rdap Domain Creation Date
2000-01-21T21:54:39Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
12
Form 5500 Total Participants
46
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
202412
Schedule C Service Provider Rows
12

SEC EDGAR

Edgar Cik
0002083766
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-09-08
Edgar Last Filing Date
2025-09-08
Edgar Form D Count
1
Edgar Form D Offerings
2025-09-082025-09-08 · 0002083766-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
State Street4
E*trade4
Northern Trust2
U.s. Bank2
Edgar Addresses
Mailing
777 EAST WISCONSIN AVENUESUITE 2350MILWAUKEE, WI 53202
Business
777 EAST WISCONSIN AVENUESUITE 2350MILWAUKEE, WI 53202
Edgar EIN
000000000
Edgar Recent Filings
D2025-09-08 · 0002083766-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-21T21:54:39Z
Rdap Domain Last Changed
2023-09-28T20:06:26Z
Rdap Nameservers
Ns73.worldnic.comNs74.worldnic.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (23)

23
ANDERSON, MARK, ROBERT
IAR · Executive Officer · 2.5%
4381132
BERRIE, JASON, CHRISTOPHER
IAR · Executive Officer · 2.5%
4743839
ABBOTT, NATALIE, KAY
Executive Officer · 2.5%
2987978
BROOKS, ROBERT, PATRICK
Executive Officer · 2.5%
4373806
FREMGEN, JOHN, P
Executive Officer · 2.5%
6375359
Harris, Rebecca, Lynn
Executive Officer · 2.5%
5255524
MCCARTIN, BARTLETT, JOSEPH
Executive Officer · 2.5%
6176288
SIDLER, NORMAN, EDWARD
Executive Officer · 2.5%
2259087
STEEN, MARK, FREDERICK
Executive Officer · 2.5%
2093368
STUMM, GREGORY, JOHN
Executive Officer · 2.5%
4730753
VAN LITH, SCOTT, ORILE
Executive Officer · 2.5%
6777451
BARBARA ANN SCHALLA
IAR
1438114
JENNY ANN NOTTE
IAR
4830189
LESLY MERRIKEN BARNES
IAR
4561238
VINCENT STEVEN RUSSO
IAR
2240698
JAMES SIMPSON KAPLAN
IAR
1479440
THOMAS MORRISON PRICE
IAR
2962823
Stephen Joseph Smitley
IAR
7377770
Stefan Martin
IAR
6815144
Jay Thomas Dirienzo
IAR
7489002
VASILIOS D GERASOPOULOS
IAR
4859288
MICHAEL DAVID FOHR
IAR
6267504
Kyle Robert Olson
IAR
7793032