ISLAND INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$278M
Accounts
6
Employees
80
Advisory reps
13

Firm details

Headquarters
New York, New York
CRD number
308097
Registered since
July 28, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Island Investment Management LLC is a privately held manager focused on pooled investment vehicles, with an emphasis on real estate and private equity strategies. The firm is organized as an LLC, registered with the SEC in 2020, and serves institutional clients. Its stated activities center on portfolio management for pooled vehicles and it functions in multiple capacities related to investment sponsorship and administration (including roles as sponsor/GP of pooled vehicles and relationships with broker-dealers, accounting and law firms, and real estate brokers). Island is not positioned as a separate capital allocator and it does not identify as an active ESG investor. Fee arrangements include percent-of-AUM charges alongside fixed fees and performance-based components. The firm reports both domestic entity and individual ownership. It is not a multi-state adviser for regulatory purposes and does not present as a pension consultant or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • PAUL HUGHSON

    Executive Managing Director & CIOCRD 2847756

  • ANDREW FARKAS

    Chairman and Chief Executive OfficerCRD 2364566

  • LAWRENCE BLOCK

    Senior Managing Director, Chief Compliance Officer and General CounselCRD 3006613

Contacts

3 of 10
  • Mark Lande

    Senior Managing DirectorCRD 8104264

  • KATHERINE FURMAN

    Senior Managing DirectorCRD 1298840

  • TARA KEELS

    ControllerCRD 4044057

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
717 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth