{ "crd_number": 308097, "slug": "island-investment-management-llc-new-york-ny-308097", "primary_business_name": "ISLAND INVESTMENT MANAGEMENT LLC", "legal_name": "ISLAND INVESTMENT MANAGEMENT LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-07-28", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-06-02", "carried_forward": false, "raum_total": 1665465235.0, "raum_discretionary": 1665465235.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 80, "advisory_employees": 30, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1665465235.0, "count": 6 } }, "compensation_types": [ "fixed", "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "SC", "TN", "TX" ], "websites": [ "https://islandcapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308097", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/island-investment-management-llc-new-york-ny-308097", "display_name": "Island Investment Management LLC", "summary": "Island Investment Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.", "citation": "AdvisorCensus. Island Investment Management LLC (CRD 308097): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Island Investment Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Island Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other." }, { "q": "Where is Island Investment Management LLC located?", "a": "Island Investment Management LLC's principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F)." }, { "q": "Is Island Investment Management LLC registered with the SEC or a state?", "a": "Island Investment Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308097." }, { "q": "How much does Island Investment Management LLC manage?", "a": "Island Investment Management LLC reports $1,665,465,235 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary)." }, { "q": "How have Island Investment Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Island Investment Management LLC: Regulatory assets under management: $224,003,663 in the October 2021 data and $1,665,465,235 in the October 2026 data, up 643%. Total employees: 115 in October 2021 and 80 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Island Investment Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)." }, { "q": "Does Island Investment Management 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/308097" }, { "q": "What changed in Island Investment Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,492,869,827 to $1,738,563,338 (+16%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 224003663.0, "total_employees": 115, "filing_date": "2021-08-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 623195687.0, "total_employees": 110, "filing_date": "2022-08-22" }, { "period": "2023-10-01", "regulatory_assets_under_management": 761067870.0, "total_employees": 100, "filing_date": "2023-08-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 781344816.0, "total_employees": 85, "filing_date": "2024-07-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1412090822.0, "total_employees": 85, "filing_date": "2025-06-02" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1665465235.0, "total_employees": 80, "filing_date": "2026-06-02" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,492,869,827 to $1,738,563,338 (+16%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Registered or notice-filed in TN." ] }, { "period": "2025-11-01", "period_label": "November 2025", "notes": [ "Added an office in Nashville, TN.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/island-investment-management-llc-new-york-ny-308097.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 1665465235.0 } ], "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/308097", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }