Deer Isle Capital, LLC

Broker-DealerFINRA Member
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 with ownership described as a domestic entity and an individual owner. The firm is classified as "Unclassified" in the snapshot and is not identified as a capital allocator. It does not list itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser, and it is not marked as newly formed. The available record supplies very little on the firm's business model or investment approach. The snapshot does not specify client segments, fee schedules, advisory activities, or stated investment preferences, and there are no holdings, public strategies, or family office services reported in the provided data.

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
  • Gery Sadzewicz

    Gery Sadzewicz

    Team CEOCRD 1090963

  • Louis Almerini

    Louis Almerini

    Chief Financial OfficerCRD 1605183

  • Dianna Raedle

    Dianna Raedle

    CEO, President, FounderCRD 1523194

Contacts

2 of 2
  • Michael Cha

    Michael Cha

    Senior Managing DirectorCRD 1555113

  • Peter Madsen

    Managing DirectorCRD 1379380

Wealth teams

FINTRX

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

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