# 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.

- CRD: 158851
- Filed as: FOUR TREE ISLAND ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portsmouth, NH
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158851
- AdvisorCensus page: https://advisorcensus.com/firm/four-tree-island-advisory-llc-portsmouth-nh-158851

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: $2,000,000

> FTIA requires that new clients maintain a minimum of $2,000,000 invested with FTIA.

- Minimum annual fee: $20,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $182,195,722
- Discretionary: $182,195,722
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $10,049,398 |
| High net worth individuals | 35 | $163,356,845 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,870,439 |
| Insurance companies | Fewer than 5 | $6,919,040 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fourtreeislandadvisory.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $122,525,709 | 2 | March 19, 2024 |
| October 2025 | $163,075,608 | 2 | March 25, 2025 |
| October 2026 | $182,195,722 | 2 | March 2, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $163,075,608 to $182,195,722 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Four Tree Island Advisory LLC (CRD 158851): Form ADV filing data as of October 2026.