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Four Tree Island Advisory LLC

● SEC registered since 2024CRD 158851SEC# 801-129929Portsmouth, NH
Export (members)
Reg. AUM
$163.1M
Employees
2
Accounts
56
Location
Portsmouth, NH

Four Tree Island Advisory LLC assets under management

Four Tree Island Advisory LLC is a registered investment adviser overseen by the SEC based in Portsmouth, NH. The firm has been registered since 2024. It reports $163.1 million in regulatory assets under management and employs 2 people.
www.fourtreeislandadvisory.comView on SEC.gov ↗

Four Tree Island Advisory LLC owners & executives

2 reported
NameTitleOwnershipSince
Eric James Gregg ControlOwner/PrincipalOver 75%2010
Jennifer Ann Philbrick ControlChief Compliance OfficerUnder 5%2014

Frequently asked questions

How much does Four Tree Island Advisory LLC manage?

Four Tree Island Advisory LLC reports $163.1 million in regulatory assets under management on its Form ADV.

How many employees does Four Tree Island Advisory LLC have?

Four Tree Island Advisory LLC reports 2 employees.

Where is Four Tree Island Advisory LLC located?

Four Tree Island Advisory LLC is based in Portsmouth, NH and has been SEC-registered since 2024.

Does Four Tree Island Advisory LLC disclose fund performance?

Four Tree Island Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address126 Daniel Street, Suite 120, Portsmouth, NH 03801
Phone603-427-8053
Fax603-427-8054
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.1M
Non-discretionary$0
Total (RAUM)$163.1M