AdvisorCensus / Financial advisors / Massachusetts / Boston / Four Tree Island Advisory LLC
Four Tree Island Advisory LLC is an SEC-registered investment advisory firm in Portsmouth, NH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.
Quick answers
From the filingHow is Four Tree Island Advisory LLC compensated?
On its Form ADV (Item 5.E, October 2026), Four Tree Island Advisory LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Four Tree Island Advisory LLC located?
Four Tree Island Advisory LLC's principal office is in Portsmouth, NH, according to its Form ADV.
Is Four Tree Island Advisory LLC registered with the SEC or a state?
Four Tree Island Advisory LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 158851.
How much does Four Tree Island Advisory LLC manage?
Four Tree Island Advisory LLC reports $182,195,722 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).
How have Four Tree Island Advisory LLC's assets and staff changed since 2024?
In the Form ADV data for Four Tree Island Advisory LLC: Regulatory assets under management: $122,525,709 in the October 2024 data and $182,195,722 in the October 2026 data, up 49%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Four Tree Island Advisory LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (18); pooled investment vehicles (other than investment companies and business development companies) (1).
Which custodians does Four Tree Island Advisory LLC use?
Four Tree Island Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.
Does Four Tree Island Advisory LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158851
Does Four Tree Island Advisory LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 2, 2026 says: "FTIA requires that new clients maintain a minimum of $2,000,000 invested with FTIA."
What changed in Four Tree Island Advisory LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $163,075,608 to $182,195,722 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $2,000,000
The brochure's wording
FTIA requires that new clients maintain a minimum of $2,000,000 invested with FTIA.
Minimum annual fee: $20,000
The brochure's wording
FTIA also charges a minimum annual fee of $20,000.
FTIA may, in its discretion, occasionally waive this minimum account size or minimum annual fee.
As stated in the firm's Form ADV Part 2A brochure dated March 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$182,195,722 as of October 2026, filing dated March 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $182,195,722 | 2 | March 2, 2026 |
| October 2025 | $163,075,608 | 2 | March 25, 2025 |
| October 2024 | $122,525,709 | 2 | March 19, 2024 |
Regulatory assets under management: $122,525,709 in the October 2024 data and $182,195,722 in the October 2026 data, up 49%.
Total employees: 2 in October 2024 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $163,075,608 to $182,195,722 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Four Tree Island Advisory LLC (CRD 158851): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/four-tree-island-advisory-llc-portsmouth-nh-158851