DEER ISLE RESEARCH & MANAGEMENT, LLC

DEER ISLE RESEARCH & MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 156636). Regulatory assets under management: $5.9M.

Registration

• CRD: 156636
• Type: Registered investment adviser
• Phone: (207) 348-2456
• Latest filing: 2026-04-17
• Regulatory AUM: $5.9M
• Discretionary AUM: $5.9M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: State/municipal, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156636 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search