Deer Isle Capital, LLC

Broker-DealerFINRA MemberEst. 2008
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 and shows SEC registration dating to 2008. FINTRX classifies the firm as unclassified and records the owner type as a combination of a domestic entity and an individual. The firm’s FINTRX snapshot indicates it does not act as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, not listed as a pension consultant, and is not recorded as a related adviser. The record does not include details on advisory services offered, fee schedules, or client segments.

Assets & Accounts

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

    Chief Executive OfficerCRD 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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