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NORTH ISLAND VENTURES

NEW YORK, NY · CRD 309291 · IAPD ↗ · 347-404-2298

$441.4MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — NORTH ISLAND VENTURES shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — NORTH ISLAND VENTURES crossed $500M in regulatory AUM ($400.9M -> $544.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2025 — NORTH ISLAND VENTURES grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — NORTH ISLAND VENTURES reported RAUM up 37% ($292.8M -> $400.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — NORTH ISLAND VENTURES grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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