First Long Island Investors, LLC

RIASEC RegisteredEst. 1984

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$2M

Accounts

940

Employees

Advisory reps

Firm details

Headquarters: Jericho, New York
CRD number: 167212
Registered since: July 13, 1984
Website: fliinvestors.com
Custodians: UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI60.12%
Pooled Investment Vehicles30.56%
Pension & Profit Sharing Plans3.2%
Individuals3.11%
Corporations / Businesses1.64%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

First Long Island Investors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1984. The firm advises both individual and institutional clients and acts as a capital allocator—managing portfolios directly, selecting other advisers, and sponsoring or serving as GP/managing member of pooled investment vehicles. Its advisory activities cover separate account portfolio management for individuals and small businesses, management of pooled vehicles, selection of other managers, and client education through publications and seminars. Fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not a multi-state or newly formed adviser.