ISLAND ASSET MANAGEMENT, LLC

Overview

Island Asset Management, LLC operates as an independent, individual-owned advisory firm focused on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and does not position itself as an ESG specialist. Its stated business model centers on direct portfolio management rather than serving as a capital allocator or pension consultant. Investment activity skews toward equity exposure, with an emphasis on non-exchange-traded equity holdings and use of pooled mutual fund vehicles where appropriate. The firm works primarily with individual and family clients and manages both discretionary and non-discretionary relationships, suggesting a mix of advisor-directed portfolios and client-directed accounts. Island Asset Management’s affiliation with a banking or thrift institution is noted in its filings, which may influence cash management and lending coordination for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices