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ISLAND INVESTMENT MANAGEMENT LLC

NEW YORK, NY · CRD 308097 · IAPD ↗ · islandcapital.com · 212-705-5000

$1.67BRegulatory AUM
30Advisory reps
80Employees
0Clients
n/aPlanning clients
6Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
December 2025 — ISLAND INVESTMENT MANAGEMENT LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
December 2025 — ISLAND INVESTMENT MANAGEMENT LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2025 — ISLAND INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($781.3M -> $1.32B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.