ISLANDER ADVISORY GROUP LLC
Firm details
- Headquarters
- CORONADO, California
- CRD number
- 338647
Firm profile
FINTRXOverview
Islander Advisory Group LLC operates primarily as a sponsor and general partner that forms and manages pooled investment vehicles. The firm’s public filings identify it as the managing member of at least one private equity fund, indicating a hands-on GP/manager role rather than a traditional advisory practice serving retail or institutional advisory accounts. The firm is not listed as an active ESG investor, and it does not present itself as a multi-state registered adviser or a pension consultant. Its business model appears centered on sponsoring and operating closed-end private equity vehicles rather than collecting advisory assets from individual clients.
Assets & Accounts
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
Contacts
1 of 1Lukas Leddington
CRD 8158141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORONADO, CA
SAN DIEGO
Location
CORONADO, CA
Headquartered in CORONADO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 1303 Ynez Pl
- Time zone
- PT (UTC-8)
- Office locations
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