Island Asset Management, LLC

Overview

Island Asset Management, LLC is an independent, owner-operated registered investment adviser that manages portfolios for individuals and small businesses on a percentage-of-AUM fee basis. The firm focuses on discretionary and non-discretionary portfolio management rather than institutional pension consulting or multi-state advisory programs. It reports a client base concentrated in individual and family relationships and does not self-identify as an active ESG investor. Island operates as a limited liability company with a single-owner structure and is classified as an independent RIA. Advisory services center on portfolio management for private clients, and the firm lists a banking or thrift institution among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives