FOUR TREE ISLAND ADVISORY LLC

FOUR TREE ISLAND ADVISORY LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 158851). Regulatory assets under management: $182.2M.

Registration

• CRD: 158851
• SEC file number: 801-129929
• Type: Registered investment adviser
• Location: 126 DANIEL STREET, PORTSMOUTH, NH, 03801
• Phone: 603-427-8053
• Latest filing: 2026-03-02
• Regulatory AUM: $182.2M
• Discretionary AUM: $182.2M
• Clients: 2
• Accounts: 136

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158851 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search