Island Investment Management LLC
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Learn more about Island Investment Management LLC
Overview
Island Investment Management LLC is an advisory company headquartered in New York, New York. The company has $695.5 million in assets throughout five client accounts, making it one of the larger firms in the country by assets under management (AUM). Island Investment Management LLC has an average-sized team, including 30 financial advisors. Island Investment Management LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Island Investment Management LLC oversees all of its client assets on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without needing to seek client approval. The investment advisory firm's typical account size is $139.1 million. An average advisor at Island Investment Management LLC administers fewer than one client account, making it one of the most individualized advisor firms in the country.
Island Investment Management LLC's main office is located at 717 Fifth Avenue, New York, New York 10022. Island Investment Management LLC is legally allowed to provide services to clients throughout 4 states, including Florida, South Carolina, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Island Investment Management LLC by the Numbers
$695.5 million
100
5
$139.1 million
Fee Structure
Fees charged by financial advisors typically vary depending on the type of financial services provided. Fees charged by Island Investment Management LLC may include any blend of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Island Investment Management LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its five accounts, Island Investment Management LLC's largest client type by number of accounts is pooled investment vehicles. None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Island Investment Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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