Four Tree Island Advisory LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 158851
- Registered since
- April 18, 2024
- Website
- fourtreeislandadvisory.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.66%
- Individuals5.52%
- Insurance Companies3.8%
- Pooled Investment Vehicles1.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Four Tree Island Advisory LLC is a small, independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm manages portfolios for both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services focus on discretionary portfolio management for private clients and for businesses or institutional entities. The firm does not position itself as an ESG specialist, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Derivatives7%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Jennifer Philbrick
Chief Compliance OfficerCRD 6312844
Contacts
1 of 1
Eric Gregg
Founder and PrincipalCRD 2779133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 126 Daniel St
- Time zone
- ET (UTC-5)
- Office locations
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