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FOUR TREE ISLAND ADVISORY LLC
CRD 158851 · SEC 801-129929
126 DANIEL STREET, SUITE 120, PORTSMOUTH, NH, 03801, United States
Phone
603-427-8053
Fax
603-427-8054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.2M
Discretionary AUM
$182.2M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $10.0M |
| High net worth individuals | 35 | $163.4M |
| Pooled investment vehicles | 1 | $1.9M |
States served
NH
All web addresses on file
Official SEC filing: View on IAPD