{
  "crd_number": 158851,
  "slug": "four-tree-island-advisory-llc-portsmouth-nh-158851",
  "primary_business_name": "FOUR TREE ISLAND ADVISORY LLC",
  "legal_name": "FOUR TREE ISLAND ADVISORY LLC",
  "dbas": [],
  "city": "Portsmouth",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-18",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 182195722.0,
  "raum_discretionary": 182195722.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 10049398.0,
      "count": 18
    },
    "insurance_companies": {
      "raum": 6919040.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 163356845.0,
      "count": 35
    },
    "pooled_investment_vehicles": {
      "raum": 1870439.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NH"
  ],
  "websites": [
    "https://fourtreeislandadvisory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158851",
  "city_as_filed": "PORTSMOUTH",
  "url": "https://advisorcensus.com/firm/four-tree-island-advisory-llc-portsmouth-nh-158851",
  "display_name": "Four Tree Island Advisory LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Four Tree Island Advisory LLC (CRD 158851): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Four Tree Island Advisory LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is Four Tree Island Advisory LLC located?",
      "a": "Four Tree Island Advisory LLC's principal office is in Portsmouth, NH, according to its Form ADV."
    },
    {
      "q": "Is Four Tree Island Advisory LLC registered with the SEC or a state?",
      "a": "Four Tree Island Advisory LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 158851."
    },
    {
      "q": "How much does Four Tree Island Advisory LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Four Tree Island Advisory LLC's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Four Tree Island Advisory LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Four Tree Island Advisory LLC use?",
      "a": "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."
    },
    {
      "q": "Does Four Tree Island Advisory LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Four Tree Island Advisory LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Four Tree Island Advisory LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $163,075,608 to $182,195,722 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 122525709.0,
      "total_employees": 2,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 163075608.0,
      "total_employees": 2,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 182195722.0,
      "total_employees": 2,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $163,075,608 to $182,195,722 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$20,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000"
        ],
        "quotes": [
          "FTIA requires that new clients maintain a minimum of $2,000,000 invested with FTIA."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $20,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": 20000.0,
      "planning": []
    },
    "quotes": [
      "FTIA requires that new clients maintain a minimum of $2,000,000 invested with FTIA.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/four-tree-island-advisory-llc-portsmouth-nh-158851.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 10049398.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 163356845.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1870439.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 6919040.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158851",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}