# Island Investment Management LLC

> 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.

- CRD: 308097
- Filed as: ISLAND INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308097
- AdvisorCensus page: https://advisorcensus.com/firm/island-investment-management-llc-new-york-ny-308097

## Quick answers

**How is Island Investment Management LLC compensated?**
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.

**Where is Island Investment Management LLC located?**
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).

**Is Island Investment Management LLC registered with the SEC or a state?**
Island Investment Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308097.

**How much does Island Investment Management LLC manage?**
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).

**How have Island Investment Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Island Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Island Investment Management 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/308097

**What changed in Island Investment Management LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,665,465,235
- Discretionary: $1,665,465,235
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1,665,465,235 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 80 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Greenville, SC
- Irving, TX
- Nashville, TN
- New York, NY

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $224,003,663 | 115 | August 23, 2021 |
| October 2022 | $623,195,687 | 110 | August 22, 2022 |
| October 2023 | $761,067,870 | 100 | August 30, 2023 |
| October 2024 | $781,344,816 | 85 | July 29, 2024 |
| October 2025 | $1,412,090,822 | 85 | June 2, 2025 |
| October 2026 | $1,665,465,235 | 80 | June 2, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### December 2025
- Registered or notice-filed in TN.

### November 2025
- Added an office in Nashville, TN.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Island Investment Management LLC (CRD 308097): Form ADV filing data as of October 2026.