DEER ISLE CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2008
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 and has been registered with the SEC since 2008. FINTRX classifies ownership as involving both a domestic entity and an individual. The platform does not identify the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Other details about the firm’s advisory services, client segments, fee model, or investment focus were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DIANNA RAEDLE

    CEO, President, FounderCRD 1523194

  • LOUIS ALMERINI

    Chief Financial OfficerCRD 1605183

Contacts

3 of 3
  • PETER MADSEN

    Managing DirectorCRD 1379380

  • MICHAEL CHA

    Senior Managing DirectorCRD 1555113

  • GERY SADZEWICZ

    CCOCRD 1090963

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth