PLUM ISLAND PARTNERS LLC

RIASEC RegisteredEst. 2025

Total AUM

$550M

Discretionary

$550M

100% of AUM

Avg account

$550M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 337695
Registered since: September 22, 2025
Fee structure: Performance Based Fees, Other
Client types: Other Investment Advisers100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Plum Island Partners LLC is structured as a limited liability company and is registered with the SEC (registration year listed as 2025). The firm operates in the capacity of a CPO/CTA and provides portfolio management for pooled investment vehicles rather than acting as a traditional discretionary manager for numerous separate accounts. Its ownership is reported as a mix of a domestic entity and an individual, and the firm is classified as "Unclassified" in the available records. Fee arrangements include performance-based components alongside other fee types, consistent with fund-style compensation. Plum Island Partners is not identified as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or a related adviser to another registered entity.