Deer Isle Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
East Hampton, New York
CRD number
146269
Registered since
July 7, 2008

Firm profile

FINTRX

Overview

Deer Isle Capital, LLC is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available records. Public data do not describe a defined client niche, fee model, or specific advisory activities; likewise there are no indications that the firm pursues ESG integration or acts as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

East Hampton, NY

Suffolk

Location

East Hampton, NY

Headquartered in East Hampton, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
18 Goodfriend Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth