Four Tree Island Advisory LLC
● SEC registered since 2024CRD 158851SEC# 801-129929Portsmouth, NH
Reg. AUM
$182.2M
Employees
2
Accounts
136
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 $182.2 million in regulatory assets under management and employs 2 people.
Four Tree Island Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric James Gregg Control | Owner/Principal | Over 75% | 2010 |
| Jennifer Ann Philbrick Control | Chief Compliance Officer | Under 5% | 2014 |
Frequently asked questions
How much does Four Tree Island Advisory LLC manage?
Four Tree Island Advisory LLC reports $182.2 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
| Address | 126 Daniel Street, Suite 120, Portsmouth, NH 03801 |
| Phone | 603-427-8053 |
| Fax | 603-427-8054 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.2M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$182.2Mregulatory AUM
Discretionary $182.2M