FIRST LONG ISLAND INVESTORS, LLC
Firm details
- Headquarters
- JERICHO, New York
- CRD number
- 167212
- Registered since
- July 13, 1984
- Website
- fliinvestors.com
- Custodians
- UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI60.12%
- Pooled Investment Vehicles30.56%
- Pension & Profit Sharing Plans3.2%
- Individuals3.11%
- Corporations / Businesses1.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
First Long Island Investors, LLC is an independent, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers discretionary portfolio management across individual accounts and pooled vehicles, sponsors and manages private investment vehicles, selects third-party advisers, and produces publications and educational seminars. Its fee arrangements include percentage-of-assets, fixed fees, and performance-based fees. The firm reports affiliations with broker-dealers and an insurance company and performs sponsor/GP and managing-member roles for pooled investment vehicles. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds6%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2RALPH PALLESCHI
President and Chief Operating OfficerCRD 1439102
ROBERT ROSENTHAL
Chairman, CEO & Chief Investment OfficerCRD 1439033
Contacts
3 of 7DYLAN KLEIN
Assistant Vice President, Private Wealth ManagementCRD 7735245
Therese Vobis
Senior Vice PresidentCRD 6896614
JONATHAN GOLUB
Senior Vice President, General CounselCRD 7717902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$1.7M in ETFs
100%
$1.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $505K | 875 | 29.42% |
Location
JERICHO, NY
NASSAU
Location
JERICHO, NY
Headquartered in JERICHO, 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
- NASSAU
- Address
- 1 Jericho Plz
- Time zone
- ET (UTC-5)
- Office locations
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