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 SEC-registered since 2008. The firm’s ownership is recorded as a combination of a domestic entity and an individual. In FINTRX data the firm is classified as "Unclassified," is not identified as a capital allocator, and is not flagged as an active ESG investor. The firm has not provided detail in the dataset on client segments, advisory activities, fee schedules, or specific investment mandates. No affiliations, industry awards, or public-facing descriptions of areas of specialty were supplied.

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

3 of 3
  • Dianna Raedle

    Dianna Raedle

    CEO, President, FounderCRD 1523194

  • Louis Almerini

    Louis Almerini

    Chief Financial OfficerCRD 1605183

  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

2 of 2
  • Peter Madsen

    Managing DirectorCRD 1379380

  • Michael Cha

    Michael Cha

    Senior Managing DirectorCRD 1555113

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth