PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:57 AM ET

Sponsor Check › Sponsor group

N

Nis

One sponsor team, 25 deal companies · Milwaukee, WI

Grouped because: 31 shared people, 4 shared management entities, same business address (22 issuers), similar issuer names (23) (automatic match from the filings) · not the same sponsor?

25deal companies
$20.54Breported sold
2,556investors
184Form D filings
2009–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 22, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:14 AM ET · SEC enforcement last checked: Oct 24, 2026, 3:27 AM ET

The short version

Nis is a sponsor group of 25 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names, same person name on both filings; automatic match from the filings), filing 184 Form D filings between Jul 2009 and Oct 2026.

What this means One team, 25 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $20.54B to 2,556 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (16), Investing (5), REITS and Finance (4). Issuers are based in WI (14), IL (6), OH (5).

What this means $20.54B raised across the group, about $8.03M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Robert Brooks (14 issuers, executive officer and director), Bartlett J. McCartin (13 issuers, executive officer and director), Larry H. Haslee (13 issuers, executive officer), National Investment Services of America, LLC (13 issuers, executive officer and promoter, entity), Scott O. Van Lith (13 issuers, executive officer and director) and 65 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Oct 22, 2026.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: NATIONAL INVESTMENT SERVICES OF AMERICA, LLC; BOYD WATTERSON ASSET MANAGEMENT, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 184 public filings for Nis and found 13 differences, 3 worth asking the sponsor about: Investor count went down between filings; Form D filed 78 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Nis has not run yet — it is joining a line of 2,550 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found so far — 25 of 25 issuers searched (federal courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched.. Searched so far: 25 of 25 issuers in this group; 0 still to be searched (7 in line). Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 24, 2026, 3:27 AM ET for 8 of 25 issuers.

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

Searched so far: 8 of 25 issuers in this group; 17 still to be searched (7 in line). Results are added automatically.

3. Bankruptcies

None found so far — 25 of 25 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only).. Searched so far: 25 of 25 issuers in this group; 0 still to be searched (7 in line). Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · Website on file (nisi.net, from Form ADV (Item 1.I) of the matched adviser, filed by member CIK 1687401) — not yet read for public statements.

13 differences found between the filings for Nis — 3 worth asking about (compared the newest 50 of 184 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 23, 2025 – Oct 22, 2026

Investor count went down between filings — NIS Preferred Stock Fund II, LLC

The Oct 23, 2025 filing reports 104 investors; the Oct 22, 2026 Form D/A reports 103 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Oct 23, 2025 ↗Form D/A (later) · Oct 22, 2026 ↗NIS Preferred Stock Fund II, LLC — PartnerFacts page ↗
Sources
Worth asking · Apr 1, 2025 – Jun 18, 2025

Form D filed 78 days after the first sale — Boyd Watterson Tactical CLO Offshore Fund, LP

The filing says the first sale was Apr 1, 2025. The Form D was filed Jun 18, 2025 — 78 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 63 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jun 18, 2025 ↗Boyd Watterson Tactical CLO Offshore Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Jun 14, 2024 – Oct 22, 2026

17 people are no longer listed on a later amendment

Robert Brooks is no longer listed on the Oct 22, 2026 amendment — NIS Preferred Stock Fund II, LLC · Robert Brooks is no longer listed on the Oct 22, 2026 amendment — NIS Total Absolute Return Fund, LLC · Robert Brooks is no longer listed on the Oct 22, 2026 amendment — NIS High Yield Fund, LLC · Robert Brooks is no longer listed on the Oct 22, 2026 amendment — NIS Short Duration High Yield Fund, LLC · Robert Brooks is no longer listed on the Oct 22, 2026 amendment — NIS INTERMEDIATE FIXED INCOME FUND LLC · and 12 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Oct 23, 2025 ↗Form D/A · Oct 22, 2026 ↗Robert Brooks — PartnerFacts page ↗NIS Preferred Stock Fund II, LLC — PartnerFacts page ↗
Sources
Note · Dec 4, 2013 – Jun 18, 2026

33 role changes for the same people across filings

Michael Krushena's role changed at Boyd Watterson Tactical CLO Fund, LP: executive officer → executive officer, director · Michael Krushena's role changed at Boyd Watterson Tactical CLO Offshore Fund, LP: executive officer → executive officer, director · Robert Brooks's role changed at NIS Short Duration High Yield Fund, LLC: executive officer → executive officer, director · Robert Brooks's role changed at NIS Total Absolute Return Fund, LLC: executive officer → executive officer, director · Robert Brooks's role changed at NIS INTERMEDIATE FIXED INCOME FUND LLC: executive officer → executive officer, director · and 28 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Jun 25, 2025 ↗Form D/A · Jun 18, 2026 ↗Michael Krushena — PartnerFacts page ↗Boyd Watterson Tactical CLO Fund, LP — PartnerFacts page ↗
Sources
Note · Dec 4, 2013 – Sep 8, 2025

Bartlett J. McCartin is written 3 different ways on the filings

listed as "Bartlett J. McCartin" on 37 filings (from Dec 4, 2013), and "Bartlett Joseph McCartin III" on 20 filings (from Jul 24, 2025), and "Bartlett J. McCartin III" on 4 filings (from Sep 8, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Dec 4, 2013 ↗Form D/A · Jul 24, 2025 ↗Form D · Sep 8, 2025 ↗Bartlett J. McCartin — PartnerFacts page ↗
Sources
Note · Nov 17, 2021 – Nov 8, 2024

Thomas Tarantino is written 2 different ways on the filings

listed as "Thomas Tarantino" on 8 filings (from Nov 17, 2021), and "Thomas S Tarantino" on 2 filings (from Nov 8, 2024).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Nov 17, 2021 ↗Form D · Nov 8, 2024 ↗Thomas Tarantino — PartnerFacts page ↗
Sources
Note · Oct 9, 2013 – Dec 23, 2021

Brian L. Gevry is written 2 different ways on the filings

listed as "Brian L. Gevry" on 34 filings (from Oct 9, 2013), and "Brian Gevry" on 7 filings (from Dec 23, 2021).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 9, 2013 ↗Form D · Dec 23, 2021 ↗Brian L. Gevry — PartnerFacts page ↗
Sources
Note · Nov 8, 2024 – Dec 20, 2024

Industry group changed between filings — BWIG Mount Vernon LLC

"Pooled Investment Fund" (Nov 8, 2024); then "Investing" (Dec 20, 2024).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Nov 8, 2024 ↗Form D/A · Dec 20, 2024 ↗BWIG Mount Vernon LLC — PartnerFacts page ↗
Sources
Note · Aug 8, 2017 – Aug 7, 2018

Address moved from Chicago, IL to Cleveland, OH — Boyd Watterson State Government Fund, LP

The people listed on the Aug 8, 2017 filing give Chicago, IL; on the Aug 7, 2018 filing they give Cleveland, OH.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Aug 8, 2017 ↗Form D/A · Aug 7, 2018 ↗Boyd Watterson State Government Fund, LP — PartnerFacts page ↗
Sources
Note · Aug 7, 2017 – Aug 7, 2018

Address moved from Chicago, IL to Cleveland, OH — Boyd Watterson GSA Fund, LP

The people listed on the Aug 7, 2017 filing give Chicago, IL; on the Aug 7, 2018 filing they give Cleveland, OH.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Aug 7, 2017 ↗Form D/A · Aug 7, 2018 ↗Boyd Watterson GSA Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 29, 2010 – Oct 22, 2026

Member companies were formed in 4 different states

Delaware (16), Maryland (4), Wisconsin (3), Cayman Islands (2) — out of 25 member issuers. The odd ones out: NIS CORE FIXED INCOME FUND LLC (Wisconsin); NIS INTERMEDIATE FIXED INCOME FUND LLC (Wisconsin); Titanium TALF Access Fund, Ltd. (Cayman Islands); NIS Short Duration High Yield Fund, LLC (Wisconsin); Titanium GSA REIT (Maryland); Boyd Watterson State Government REIT (Maryland).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Nis — sponsor group page ↗NIS CORE FIXED INCOME FUND LLC — PartnerFacts page ↗NIS INTERMEDIATE FIXED INCOME FUND LLC — PartnerFacts page ↗Titanium TALF Access Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Jun 29, 2010 – Oct 22, 2026

Member companies list addresses in 3 different states

WI (14), IL (6), OH (5). 1 member uses a registered-agent or shared-office address: Titanium GSA REIT (500 West Monroe Street, Suite 3850, Chicago, IL).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Nis — sponsor group page ↗Titanium GSA REIT — PartnerFacts page ↗Titanium TALF Access Fund, Ltd. — PartnerFacts page ↗Boyd Watterson Ltd Duration Mid-Grade Fund, LLC — PartnerFacts page ↗
Sources
Note · Oct 9, 2013 – Jan 7, 2026

Issuer used a different name before — Boyd Watterson GSA Fund, LP

SEC records list prior names for this filer: TITANIUM GSA FUND, LP. The current name on file is "Boyd Watterson GSA Fund, LP".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Boyd Watterson GSA Fund, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 184 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

7 of 28 offerings report sales commissions totalling $52,398,417; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 22, 2026 D/A
NIS Short Duration High Yield Fund, LLC
File 021-207359
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Oct 22, 2026 D/A
NIS High Yield Fund, LLC
File 021-274884
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Oct 22, 2026 D/A
NIS Preferred Stock Fund II, LLC
File 021-274887
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Oct 22, 2026 D/A
NIS CORE FIXED INCOME FUND LLC
File 021-56008
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Oct 22, 2026 D/A
NIS INTERMEDIATE FIXED INCOME FUND LLC
File 021-64380
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Oct 22, 2026 D/A
NIS Total Absolute Return Fund, LLC
File 021-275058
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 22, 2026 D/A
NIS Core Fixed Income QP Fund, LLC
File 021-317821
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 22, 2026 D/A
NIS Total Absolute Return QP Fund, LLC
File 021-317828
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 22, 2026 D/A
NIS High Yield QP Fund, LLC
File 021-317830
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 22, 2026 D/A
NIS Preferred Stock QP Fund, LLC
File 021-317836
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 22, 2026 D/A
NIS Intermediate Fixed Income QP Fund, LLC
File 021-320562
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 22, 2026 D/A
NIS Short Duration Fund, LLC
File 021-556920
$0$0$0
The manager, National Investment Services of America, LLC, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jun 18, 2026 D/A
Boyd Watterson Tactical CLO Fund, LP
File 021-517282
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 18, 2026 D/A
Boyd Watterson Tactical CLO Offshore Fund, LP
File 021-549357
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 14, 2026 D/A
Boyd Watterson State Government Fund, LP
File 021-292375
$14,590,668 (est.)$0 (est.)$0 (est.)Joseph Grace Holdings, Inc. BrokerCheck CRD 103580 ↗
Jones Lang LaSalle Securities, LLC BrokerCheck CRD 120738 ↗		EDGAR ↗
Jan 7, 2026 D/A
Boyd Watterson GSA Fund, LP
File 021-204260
$37,617,879 (est.)$0 (est.)$0 (est.)Joseph Grace Holdings, Inc. BrokerCheck CRD 103580 ↗
Equitable Advisors, LLC BrokerCheck CRD 6627 ↗
XT Capital Partners, LLC BrokerCheck CRD 118719 ↗
via Robert Stephen Page (CRD 2060047 ↗)

Kelson Capital BrokerCheck CRD 149477 ↗
via Robert Stephen Page (CRD 2060047 ↗)

Jones Lang LaSalle Securities, LLC BrokerCheck CRD 120738 ↗		EDGAR ↗
Dec 19, 2025 D/A
Diversified Government REIT II, Inc.
File 021-426657
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 14, 2025 D/A
Diversified Government REIT, Inc.
File 021-421549
$158,620 (est.)$0 (est.)$0 (est.)Joseph Grace Holdings, Inc. BrokerCheck CRD 103580 ↗
Jones Lang LaSalle Securities, LLC BrokerCheck CRD 120738 ↗		EDGAR ↗
Dec 20, 2024 D/A
BWIG Mount Vernon LLC
File 021-529000
$0$0$0
No proceed being used to make payments to the persons identified in Item 3.
None listed on this filingEDGAR ↗
Jun 28, 2024 D
Boyd Watterson Tactical CLO Fund, LP
File 021-517394
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 22, 2022 D
Diversified Government REIT, Inc.
File 021-468452
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 22, 2022 D
Diversified Government REIT II, Inc.
File 021-468451
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 12, 2020 D/A
NIS Small Cap Equity Fund, LLC
File 021-275060
$0$0$0
The investment adviser, an entity whose executive officers are listed in Item 3 above, is entitled to receive a management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Dec 20, 2018 D
Boyd Watterson State Government REIT
File 021-328609
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jul 15, 2015 D/A
Boyd Watterson Ltd Duration Mid-Grade Fund, LLC
File 021-199677
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2014 D
Titanium GSA REIT
File 021-211530
$12,500$0$0First Liberties Financial BrokerCheck CRD 14432 ↗
via Gary Cutson (CRD 6119195 ↗)
EDGAR ↗
Jun 29, 2010 D/A
Titanium TALF Opportunity Fund, LLC
File 021-132668
$0$0$0None listed on this filingEDGAR ↗
Jun 29, 2010 D/A
Titanium TALF Access Fund, Ltd.
File 021-133315
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 25 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 11:40 PM ET

0 recorded documents and 0 ownership records matched to Nis in the sources searched.

Not found in sources searched as of Oct 23, 2026, 11:40 PM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 11:40 PM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 11:40 PM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 11:40 PM ET; Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗TT Titanium TALF Opportunity Fund, LLCshared people, same person name on both filings, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund2$36,000,0004$2,000,0002009–2010
EDGAR ↗TT Titanium TALF Access Fund, Ltd.shared people, same person name on both filings, similar issuer namesCLEVELAND, OHPooled Investment Fund2$5,000,0001$2,000,0002009–2010
EDGAR ↗BW Boyd Watterson Ltd Duration Mid-Grade Fund, LLCshared people, same person name on both filings, similar issuer namesCLEVELAND, OHPooled Investment Fund3$54,365,762
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2013–2015
EDGAR ↗BW Boyd Watterson GSA Fund, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesCHICAGO, ILInvesting13$4,799,345,584
offering Indefinite · similar: $763,000–$10,000,000
896
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2013–2026
EDGAR ↗NS NIS Short Duration High Yield Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund14$72,855,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2026
EDGAR ↗TG Titanium GSA REITshared people, same person name on both filings, similar issuer namesCHICAGO, ILREITS and Finance1$118,000
offering $125,000 · similar: $125,000–$125,000
118
similar: 124–125
$1,000
similar: $1,000–$1,000
2014–2014
EDGAR ↗NH NIS High Yield Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund12$812,858,414
offering Indefinite · similar: $155,000–$5,250,000
107
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2026
EDGAR ↗NP NIS Preferred Stock Fund II, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund12$697,884,889
offering Indefinite · similar: $155,000–$5,250,000
104
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2026
EDGAR ↗NC NIS CORE FIXED INCOME FUND LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund13$3,712,441,764
offering Indefinite · similar: $155,000–$5,250,000
75
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2026
EDGAR ↗NI NIS INTERMEDIATE FIXED INCOME FUND LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund12$2,256,147,004
offering Indefinite · similar: $155,000–$5,250,000
89
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2026
EDGAR ↗NT NIS Total Absolute Return Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund14$1,279,284,870
offering Indefinite · similar: $155,000–$5,250,000
118
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2026
EDGAR ↗NS NIS Small Cap Equity Fund, LLCshared people, shared management entity, same business addressMILWAUKEE, WIPooled Investment Fund6$2,519,930
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2020
EDGAR ↗BW Boyd Watterson State Government Fund, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesCHICAGO, ILInvesting10$2,709,160,603
offering Indefinite · similar: $763,000–$10,000,000
398
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2017–2026
EDGAR ↗NT NIS Total Absolute Return QP Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund9$293,236,000
offering Indefinite · similar: $155,000–$5,250,000
48
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗NH NIS High Yield QP Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund10$281,583,400
offering Indefinite · similar: $155,000–$5,250,000
64
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗NP NIS Preferred Stock QP Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund10$105,170,000
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗NC NIS Core Fixed Income QP Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund9$2,498,962,411
offering Indefinite · similar: $155,000–$5,250,000
51
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗NI NIS Intermediate Fixed Income QP Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund9$572,014,163
offering Indefinite · similar: $155,000–$5,250,000
35
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗BW Boyd Watterson State Government REITshared people, same person name on both filings, same business address, similar issuer namesCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2018–2018
EDGAR ↗DG Diversified Government REIT, Inc.shared people, same person name on both filings, same business address, similar issuer namesCHICAGO, ILREITS and Finance6$194,346,503
offering Indefinite · similar: $125,000–$125,000
125
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2021–2025
EDGAR ↗DG Diversified Government REIT II, Inc.shared people, same person name on both filings, same business address, similar issuer namesCHICAGO, ILREITS and Finance6$25,276,186
offering Indefinite · similar: $125,000–$125,000
125
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2021–2025
EDGAR ↗BW Boyd Watterson Tactical CLO Fund, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesCLEVELAND, OHInvesting4$65,000,000
offering Indefinite · similar: $763,000–$10,000,000
2
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2024–2026
EDGAR ↗BM BWIG Mount Vernon LLCshared people, same business addressCLEVELAND, OHInvesting2$4,201,000
offering $4,201,000 · similar: $763,000–$10,000,000
34
similar: 4–23
$1
similar: $10,000–$78,388
2024–2024
EDGAR ↗BW Boyd Watterson Tactical CLO Offshore Fund, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesCLEVELAND, OHInvesting2$51,100,000
offering Indefinite · similar: $763,000–$10,000,000
7
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2025–2026
EDGAR ↗NS NIS Short Duration Fund, LLCshared people, shared management entity, same business address, similar issuer namesMILWAUKEE, WIPooled Investment Fund2$7,800,000
offering Indefinite · similar: $500,000–$16,420,250
1
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2025–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Investing / 506(b) (2,521 filings); REITS and Finance / 506(b) (3,490 filings); Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 22, 2026NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$697,884,889
EDGAR ↗Oct 22, 2026NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$1,279,284,870
EDGAR ↗Oct 22, 2026NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$812,858,414
EDGAR ↗Oct 22, 2026NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$72,855,000
EDGAR ↗Oct 22, 2026NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$2,256,147,004
EDGAR ↗Oct 22, 2026NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$3,712,441,764
EDGAR ↗Jul 22, 2026NIS Short Duration Fund, LLCD/APooled Investment FundIndefinite$7,800,000
EDGAR ↗Jul 22, 2026NIS Intermediate Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$572,014,163
EDGAR ↗Jul 22, 2026NIS Core Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$2,498,962,411
EDGAR ↗Jul 22, 2026NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$105,170,000
EDGAR ↗Jul 22, 2026NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$281,583,400
EDGAR ↗Jul 22, 2026NIS Total Absolute Return QP Fund, LLCD/APooled Investment FundIndefinite$293,236,000
EDGAR ↗Jun 18, 2026Boyd Watterson Tactical CLO Offshore Fund, LPD/AInvestingIndefinite$51,100,000
EDGAR ↗Jun 18, 2026Boyd Watterson Tactical CLO Fund, LPD/AInvestingIndefinite$65,000,000
EDGAR ↗Jan 14, 2026Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$2,709,160,603
EDGAR ↗Jan 7, 2026Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$4,799,345,584
EDGAR ↗Dec 19, 2025Diversified Government REIT II, Inc.D/AREITS and FinanceIndefinite$25,276,186
EDGAR ↗Nov 14, 2025Diversified Government REIT, Inc.D/AREITS and FinanceIndefinite$194,346,503
EDGAR ↗Oct 23, 2025NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$647,479,889
EDGAR ↗Oct 23, 2025NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$1,203,749,870
EDGAR ↗Oct 23, 2025NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$779,263,414
EDGAR ↗Oct 23, 2025NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$66,860,000
EDGAR ↗Oct 23, 2025NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$2,121,934,082
EDGAR ↗Oct 23, 2025NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$3,092,448,794
EDGAR ↗Sep 8, 2025NIS Short Duration Fund, LLCDPooled Investment FundIndefinite$7,800,000
EDGAR ↗Jul 24, 2025NIS Intermediate Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$474,587,742
EDGAR ↗Jul 24, 2025NIS Core Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$2,045,803,701
EDGAR ↗Jul 24, 2025NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$93,415,000
EDGAR ↗Jul 24, 2025NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$255,598,000
EDGAR ↗Jul 24, 2025NIS Total Absolute Return QP Fund, LLCD/APooled Investment FundIndefinite$275,871,000
EDGAR ↗Jun 25, 2025Boyd Watterson Tactical CLO Fund, LPD/AInvestingIndefinite$45,000,000
EDGAR ↗Jun 18, 2025Boyd Watterson Tactical CLO Offshore Fund, LPDInvestingIndefinite$10,800,000
EDGAR ↗Jan 22, 2025Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$2,655,517,684
EDGAR ↗Jan 8, 2025Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$4,719,022,497
EDGAR ↗Dec 20, 2024BWIG Mount Vernon LLCD/AInvesting$4,201,000$4,201,000
EDGAR ↗Dec 20, 2024Diversified Government REIT II, Inc.D/AREITS and FinanceIndefinite$25,276,186
EDGAR ↗Nov 15, 2024Diversified Government REIT, Inc.D/AREITS and FinanceIndefinite$184,646,503
EDGAR ↗Nov 8, 2024BWIG Mount Vernon LLCDPooled Investment Fund$4,201,000$4,201,000
EDGAR ↗Oct 31, 2024NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$591,369,864
EDGAR ↗Oct 31, 2024NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$1,159,258,694
EDGAR ↗Oct 31, 2024NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$717,623,414
EDGAR ↗Oct 31, 2024NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$65,690,000
EDGAR ↗Oct 31, 2024NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,969,245,392
EDGAR ↗Oct 31, 2024NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$2,444,300,095
EDGAR ↗Jun 28, 2024Boyd Watterson Tactical CLO Fund, LPDInvestingIndefinite$0
EDGAR ↗Jun 28, 2024Boyd Watterson Tactical CLO Fund, LPDInvestingIndefinite$0
EDGAR ↗Jun 14, 2024NIS Intermediate Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$281,471,742
EDGAR ↗Jun 14, 2024NIS Core Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$1,763,699,638
EDGAR ↗Jun 14, 2024NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$59,700,000
EDGAR ↗Jun 14, 2024NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$185,218,000
EDGAR ↗Jun 14, 2024NIS Total Absolute Return QP Fund, LLCD/APooled Investment FundIndefinite$195,636,000
EDGAR ↗Jun 14, 2024Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$2,367,927,781
EDGAR ↗Jun 14, 2024Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$4,315,061,503
EDGAR ↗Dec 21, 2023Diversified Government REIT II, Inc.D/AREITS and FinanceIndefinite$21,915,000
EDGAR ↗Nov 16, 2023Diversified Government REIT, Inc.D/AREITS and FinanceIndefinite$183,646,503
EDGAR ↗Nov 1, 2023NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$591,369,864
EDGAR ↗Nov 1, 2023NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$1,096,363,694
EDGAR ↗Nov 1, 2023NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$698,503,414
EDGAR ↗Nov 1, 2023NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$62,460,000
EDGAR ↗Nov 1, 2023NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,857,810,279
EDGAR ↗Nov 1, 2023NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$2,170,431,044
EDGAR ↗Jun 20, 2023NIS Intermediate Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$232,601,742
EDGAR ↗Jun 20, 2023NIS Core Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$922,054,929
EDGAR ↗Jun 20, 2023NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$53,660,000
EDGAR ↗Jun 20, 2023NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$122,063,000
EDGAR ↗Jun 20, 2023NIS Total Absolute Return QP Fund, LLCD/APooled Investment FundIndefinite$185,646,000
EDGAR ↗Jun 15, 2023Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$2,096,891,049
EDGAR ↗Jun 15, 2023Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$3,929,092,344
EDGAR ↗Dec 22, 2022Diversified Government REIT II, Inc.DREITS and Finance$125,000$125,000
EDGAR ↗Dec 22, 2022Diversified Government REIT, Inc.DREITS and Finance$125,000$125,000
EDGAR ↗Dec 20, 2022Diversified Government REIT II, Inc.D/AREITS and FinanceIndefinite$6,650,000
EDGAR ↗Nov 17, 2022Diversified Government REIT, Inc.D/AREITS and FinanceIndefinite$56,600,000
EDGAR ↗Nov 3, 2022NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$565,123,638
EDGAR ↗Nov 3, 2022NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$1,064,153,694
EDGAR ↗Nov 3, 2022NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$689,343,414
EDGAR ↗Nov 3, 2022NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$62,225,000
EDGAR ↗Nov 3, 2022NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,750,396,088
EDGAR ↗Nov 3, 2022NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$2,017,042,624
EDGAR ↗Jun 22, 2022NIS Intermediate Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$221,406,742
EDGAR ↗Jun 22, 2022NIS Core Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$834,457,361
EDGAR ↗Jun 22, 2022NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$50,785,000
EDGAR ↗Jun 22, 2022NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$115,433,000
EDGAR ↗Jun 22, 2022NIS Total Absolute Return QP Fund, LLCD/APooled Investment FundIndefinite$172,181,000
EDGAR ↗Jun 16, 2022Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$1,603,507,992
EDGAR ↗Jun 16, 2022Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$3,455,600,707
EDGAR ↗Dec 23, 2021Diversified Government REIT II, Inc.DREITS and FinanceIndefinite$1,600,000
EDGAR ↗Nov 17, 2021Diversified Government REIT, Inc.DREITS and FinanceIndefinite$0
EDGAR ↗Nov 5, 2021NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,866,104,560
EDGAR ↗Nov 5, 2021NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$527,528,637
EDGAR ↗Nov 5, 2021NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$660,393,496
EDGAR ↗Nov 5, 2021NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$61,650,000
EDGAR ↗Nov 5, 2021NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$910,193,298
EDGAR ↗Nov 5, 2021NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$910,193,298
EDGAR ↗Nov 5, 2021NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$910,193,298
EDGAR ↗Nov 5, 2021NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,645,329,646
EDGAR ↗Jun 24, 2021NIS Intermediate Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$140,301,000
EDGAR ↗Jun 24, 2021NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$45,680,000
EDGAR ↗Jun 24, 2021NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$73,398,000
EDGAR ↗Jun 24, 2021NIS Core Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$652,001,500
EDGAR ↗Jun 24, 2021NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$45,680,000
EDGAR ↗Jun 24, 2021NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$73,398,000
EDGAR ↗Jun 24, 2021NIS Total Absolute Return QP Fund, LLCD/APooled Investment FundIndefinite$149,156,000
EDGAR ↗Jun 17, 2021Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$2,869,479,281
EDGAR ↗Jun 17, 2021Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$903,065,804
EDGAR ↗Nov 12, 2020NIS Small Cap Equity Fund, LLCD/APooled Investment FundIndefinite$2,119,092
EDGAR ↗Nov 12, 2020NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$835,058,720
EDGAR ↗Nov 12, 2020NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$502,724,428
EDGAR ↗Nov 12, 2020NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$637,138,496
EDGAR ↗Nov 12, 2020NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$57,455,000
EDGAR ↗Nov 12, 2020NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,544,447,328
EDGAR ↗Nov 12, 2020NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,731,054,560
EDGAR ↗Nov 12, 2020NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,731,054,560
EDGAR ↗Jul 29, 2020Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$500,386,761
EDGAR ↗Jul 29, 2020Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$1,902,211,813
EDGAR ↗Jun 24, 2020NIS Intermediate Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$87,216,000
EDGAR ↗Jun 24, 2020NIS Core Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$382,028,313
EDGAR ↗Jun 24, 2020NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$24,940,000
EDGAR ↗Jun 24, 2020NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$37,948,000
EDGAR ↗Jun 24, 2020NIS Total Absolute Return QP Fund, LLCD/APooled Investment FundIndefinite$78,376,000
EDGAR ↗Nov 13, 2019NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$50,575,000
EDGAR ↗Nov 13, 2019NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$759,548,720
EDGAR ↗Nov 13, 2019NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,460,952,974
EDGAR ↗Nov 13, 2019NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,657,294,932
EDGAR ↗Nov 13, 2019NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$486,984,427
EDGAR ↗Nov 13, 2019NIS Small Cap Equity Fund, LLCD/APooled Investment FundIndefinite$2,119,092
EDGAR ↗Nov 12, 2019NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$542,913,496
EDGAR ↗Jul 29, 2019Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$262,835,000
EDGAR ↗Jul 29, 2019Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$1,487,268,196
EDGAR ↗Jul 25, 2019NIS Intermediate Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$84,646,000
EDGAR ↗Jul 25, 2019NIS Core Fixed Income QP Fund, LLCD/APooled Investment FundIndefinite$342,104,746
EDGAR ↗Jul 25, 2019NIS Preferred Stock QP Fund, LLCD/APooled Investment FundIndefinite$22,125,000
EDGAR ↗Jul 25, 2019NIS High Yield QP Fund, LLCD/APooled Investment FundIndefinite$26,808,000
EDGAR ↗Jul 25, 2019NIS Total Absolute Return QP Fund, LLCD/APooled Investment FundIndefinite$65,541,000
EDGAR ↗Dec 20, 2018Boyd Watterson State Government REITDREITS and Finance$125,000$125,000
EDGAR ↗Nov 16, 2018NIS Small Cap Equity Fund, LLCD/APooled Investment FundIndefinite$2,119,092
EDGAR ↗Nov 16, 2018NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$44,765,000
EDGAR ↗Nov 16, 2018NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$649,213,720
EDGAR ↗Nov 16, 2018NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,328,219,311
EDGAR ↗Nov 16, 2018NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,383,862,914
EDGAR ↗Nov 16, 2018NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$424,717,428
EDGAR ↗Nov 16, 2018NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$483,893,496
EDGAR ↗Nov 14, 2018NIS Small Cap Equity Fund, LLCD/APooled Investment FundIndefinite$2,519,930
EDGAR ↗Nov 14, 2018NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$30,685,272
EDGAR ↗Nov 14, 2018NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$538,111,418
EDGAR ↗Nov 14, 2018NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$921,388,014
EDGAR ↗Nov 14, 2018NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,029,748,668
EDGAR ↗Nov 13, 2018NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$317,032,320
EDGAR ↗Nov 13, 2018NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$198,663,545
EDGAR ↗Sep 4, 2018NIS Intermediate Fixed Income QP Fund, LLCDPooled Investment FundIndefinite$30,115,000
EDGAR ↗Aug 7, 2018Boyd Watterson State Government Fund, LPD/AInvestingIndefinite$26,237,500
EDGAR ↗Aug 7, 2018Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$774,137,215
EDGAR ↗Jul 26, 2018NIS Preferred Stock QP Fund, LLCDPooled Investment FundIndefinite$6,400,000
EDGAR ↗Jul 26, 2018NIS High Yield QP Fund, LLCDPooled Investment FundIndefinite$4,080,000
EDGAR ↗Jul 26, 2018NIS Total Absolute Return QP Fund, LLCDPooled Investment FundIndefinite$11,000,000
EDGAR ↗Jul 26, 2018NIS Core Fixed Income QP Fund, LLCDPooled Investment FundIndefinite$58,520,000
EDGAR ↗Nov 20, 2017NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$29,140,000
EDGAR ↗Nov 17, 2017NIS Small Cap Equity Fund, LLCD/APooled Investment FundIndefinite$1,439,092
EDGAR ↗Nov 17, 2017NIS Total Absolute Return Fund, LLCD/APooled Investment FundIndefinite$491,368,720
EDGAR ↗Nov 17, 2017NIS Preferred Stock Fund II, LLCD/APooled Investment FundIndefinite$381,986,068
EDGAR ↗Nov 17, 2017NIS High Yield Fund, LLCD/APooled Investment FundIndefinite$420,263,496
EDGAR ↗Nov 17, 2017NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,217,518,403
EDGAR ↗Nov 17, 2017NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,236,942,887
EDGAR ↗Aug 8, 2017Boyd Watterson State Government Fund, LPDInvestingIndefinite$0
EDGAR ↗Aug 7, 2017Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$728,832,619
EDGAR ↗Nov 23, 2016NIS Small Cap Equity Fund, LLCDPooled Investment FundIndefinite$1,439,092
EDGAR ↗Nov 23, 2016NIS Total Absolute Return Fund, LLCDPooled Investment FundIndefinite$333,992,167
EDGAR ↗Nov 23, 2016NIS INTERMEDIATE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,017,060,782
EDGAR ↗Nov 23, 2016NIS CORE FIXED INCOME FUND LLCD/APooled Investment FundIndefinite$1,154,807,166
EDGAR ↗Nov 21, 2016NIS Preferred Stock Fund II, LLCDPooled Investment FundIndefinite$320,783,444
EDGAR ↗Nov 21, 2016NIS High Yield Fund, LLCDPooled Investment FundIndefinite$398,323,496
EDGAR ↗Aug 5, 2016Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$528,000,000
EDGAR ↗Apr 6, 2016NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$26,750,000
EDGAR ↗Jul 15, 2015Boyd Watterson Ltd Duration Mid-Grade Fund, LLCD/APooled Investment FundIndefinite$54,365,762
EDGAR ↗Mar 17, 2015Boyd Watterson GSA Fund, LPD/AInvestingIndefinite$197,998,000
EDGAR ↗Dec 3, 2014NIS Short Duration High Yield Fund, LLCD/APooled Investment FundIndefinite$10,000,000
EDGAR ↗Sep 26, 2014Boyd Watterson Ltd Duration Mid-Grade Fund, LLCD/APooled Investment FundIndefinite$39,490,787
EDGAR ↗Feb 7, 2014Titanium GSA REITDREITS and Finance$125,000$118,000
EDGAR ↗Dec 4, 2013NIS Short Duration High Yield Fund, LLCDPooled Investment FundIndefinite$10,000,000
EDGAR ↗Oct 9, 2013Boyd Watterson GSA Fund, LPDInvestingIndefinite$22,500,000
EDGAR ↗Jul 15, 2013Boyd Watterson Ltd Duration Mid-Grade Fund, LLCDPooled Investment FundIndefinite$15,000,000
EDGAR ↗Jun 29, 2010Titanium TALF Access Fund, Ltd.D/APooled Investment FundIndefinite$5,000,000
EDGAR ↗Jun 29, 2010Titanium TALF Opportunity Fund, LLCD/APooled Investment FundIndefinite$36,000,000
EDGAR ↗Aug 4, 2009Titanium TALF Access Fund, Ltd.DPooled Investment FundIndefinite$5,000,000
EDGAR ↗Jul 13, 2009Titanium TALF Opportunity Fund, LLCDPooled Investment FundIndefinite$2,000,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 22, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2013), Investing (2013), Pooled Investment Fund (2013), REITS and Finance (2014), Pooled Investment Fund (2016), Investing (2017), Pooled Investment Fund (2018), REITS and Finance (2018–2022), Investing (2024–2025). Latest offering: Pooled Investment Fund (Sep 8, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
RB Robert BrooksExecutive Officer, Director14Jul 13, 2009 → Oct 23, 2025
SL Scott O. Van LithExecutive Officer, Director13Jun 24, 2020 → Oct 22, 2026
NI National Investment Services of America, LLC entityExecutive Officer, Promoter13Jun 24, 2020 → Oct 22, 2026
BM Bartlett J. McCartinExecutive Officer, Director13Dec 4, 2013 → Oct 22, 2026
LH Larry H. HasleeExecutive Officer13Jul 13, 2009 → Nov 5, 2021
BG Brian L. GevryExecutive Officer, Director, Promoter12Aug 4, 2009 → Jun 18, 2026
NS Norman E. SidlerExecutive Officer, Director12Dec 4, 2013 → Nov 5, 2021
KW Kent J. WhiteExecutive Officer, Director12Dec 4, 2013 → Nov 13, 2019
NI National Investment Services, Inc. entityExecutive Officer, Promoter12Dec 4, 2013 → Nov 13, 2019
BC Brian ConveryDirector, Executive Officer7Aug 7, 2018 → Jun 18, 2026
TT Thomas TarantinoExecutive Officer, Director4Nov 17, 2021 → Jun 18, 2026
ZS Zachary SegalDirector, Executive Officer4Nov 16, 2023 → Jan 14, 2026
KH Kathleen HerrinExecutive Officer4Aug 5, 2016 → Jan 14, 2026
CR Christopher RiedExecutive Officer4Nov 16, 2023 → Jan 14, 2026
CW Casey WendelnExecutive Officer, Director4Oct 9, 2013 → Dec 19, 2025
RL Robert LawExecutive Officer4Oct 9, 2013 → Jan 22, 2025
TW TIMOTHY WALSHExecutive Officer3Nov 16, 2023 → Jan 14, 2026
TH Timothy HorneExecutive Officer3Nov 17, 2021 → Jan 14, 2026
JS James Richard ShirakExecutive Officer, Promoter3Jul 15, 2013 → Dec 20, 2018
BW Boyd Watterson Asset Management, LLC entityPromoter, Executive Officer2Aug 8, 2017 → Jun 18, 2026
NN [No Name] Boyd Watterson Asset Management, LLC entityPromoter2Mar 17, 2015 → Jun 18, 2026
MK Michael KrushenaExecutive Officer, Director2Jun 28, 2024 → Jun 18, 2026
MV Michael VandenbosscheExecutive Officer2Jun 28, 2024 → Jun 18, 2026
DH Don HaischExecutive Officer2Jun 18, 2025 → Jun 18, 2026
TH Tim HorneExecutive Officer2Dec 23, 2021 → Dec 19, 2025
WR William RaiffExecutive Officer2Nov 16, 2023 → Dec 19, 2025
LM Larry MurphyExecutive Officer2Nov 15, 2024 → Dec 19, 2025
JC Joseph CapraExecutive Officer2Nov 15, 2024 → Dec 19, 2025
WE William EinhornDirector2Nov 15, 2024 → Dec 19, 2025
PJ Patricia JamiesonExecutive Officer2Dec 20, 2018 → Jun 28, 2024
EY Evan YeregaExecutive Officer2Nov 17, 2021 → Dec 21, 2023
AI Alphonse IudicelloExecutive Officer2Aug 7, 2017 → Jun 16, 2022
JW James Allan WalerExecutive Officer, Promoter2Jun 29, 2010 → Jul 15, 2015
JW John Lee WalshExecutive Officer, Promoter2Jul 13, 2009 → Jul 15, 2015
NW Nigel David WightmanExecutive Officer2Jul 13, 2009 → Aug 4, 2009
NN [no name] BW CLO GP, LLC entityPromoter1Jun 28, 2024 → Jun 18, 2026
SF S. Brad FushExecutive Officer1Jun 28, 2024 → Jun 18, 2026
BC BW CLO GP, LLC entityExecutive Officer1Jun 18, 2025 → Jun 18, 2026
BW Boyd Watterson State Government GP, LLC entityPromoter1Aug 8, 2017 → Jan 14, 2026
NN [No Name] Boyd Watterson GSA GP, LLC entityPromoter1Mar 17, 2015 → Jan 7, 2026
JH Jeffrey HurvitzDirector1Nov 8, 2024 → Dec 20, 2024
CH Chris HuntDirector1Nov 8, 2024 → Dec 20, 2024
RM Ryan McCroryDirector1Nov 8, 2024 → Dec 20, 2024
SL Scott Van LithExecutive Officer, Director1Nov 5, 2021 → Oct 31, 2024
TG Taylor GevryExecutive Officer1Dec 23, 2021 → Dec 22, 2022
KJ Kris JankowskiExecutive Officer1Oct 9, 2013 → Aug 5, 2016
MB Michael Edward BeeExecutive Officer, Promoter1Jul 15, 2013 → Jul 15, 2015
AT Allan Titanium Asset Management Corp. entityExecutive Officer1Jul 15, 2013 → Jul 15, 2015
AB Allan Boyd Watterson Asset Management, LLC entityExecutive Officer1Jul 15, 2013 → Jul 15, 2015
TH Timothy Michael HylandExecutive Officer, Promoter1Jul 15, 2013 → Jul 15, 2015
KH Kathy HerrinExecutive Officer1Oct 9, 2013 → Mar 17, 2015
AJ Amanda JacobsonExecutive Officer1Oct 9, 2013 → Mar 17, 2015
TG Titanium GSA Fund, LP entityPromoter1Feb 7, 2014 → Feb 7, 2014
NN [No Name] Boyd Watterson Asset Management, LLC d/b/a Titanium Real Estate Advisors entityPromoter1Oct 9, 2013 → Oct 9, 2013
NN [No Name] Titanium GSA GP, LLC entityPromoter1Oct 9, 2013 → Oct 9, 2013
DR Don RossExecutive Officer1Aug 4, 2009 → Jun 29, 2010
AK Avigdor KaplanDirector1Jul 13, 2009 → Jun 29, 2010
RK Robert Emmett KellyDirector1Jul 13, 2009 → Jun 29, 2010
RS Robert John SiefertExecutive Officer1Jul 13, 2009 → Jun 29, 2010
RS Raymond Thomas SupleeDirector1Jul 13, 2009 → Jun 29, 2010

Adviser registration (Form ADV)

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Feb 26, 2020 · SEC file 801-118132 · Main office: MILWAUKEE, WI · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $16,252,169,000 as reported on Form ADV filed May 1, 2026 (Item 5.F(2)(c)) · 360 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.nisi.net ↗

Item 11 disclosure questions as answered on Form ADV filed May 1, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

BOYD WATTERSON ASSET MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Apr 13, 2000 · SEC file 801-57468 · Main office: CLEVELAND, OH · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $18,809,101,724 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 1,102 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.BOYDWATTERSON.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, same state (OH), issuer filed in IL · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

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Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

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Found on the sponsor's own site

nisi.net ↗ found on nisi.net — Form ADV Item 1.I of NATIONAL INVESTMENT SERVICES OF AMERICA, LLC (CRD 307169)

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