North Island Ventures
Answer a few questions and
get matched with an advisor.
Learn more about North Island Ventures
Overview
North Island Ventures operates as a financial advisory company located in New York, New York. It controls $292.8 million in assets under management throughout three client accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The firm has a small team, including 5 financial advisors. North Island Ventures is not a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, bonds and equities.
North Island Ventures manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by an investment advisor without needing client permission. The company oversees about $97.6 million for every client account. The typical financial advisor at North Island Ventures oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's main office is located at 200 Park Ave South, New York, New York 10003.
Assets Under Management
Number of Advisors
Disclosures
Office Location
North Island Ventures by the Numbers
$292.8 million
9
3
$97.6 million
Fee Structure
Fees charged by financial advisors vary depending on which service is provided. Fee types billed by the company can be comprised of some blend of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
North Island Ventures works with pooled investment vehicles. Out of its three clients, North Island Ventures's biggest client type by number of accounts is pooled investment vehicles. About 33% of its accounts are non-U.S. persons.
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
North Island Ventures does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.