ISLAND INVESTMENT MANAGEMENT LLC
Adviser information for ISLAND INVESTMENT MANAGEMENT LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 90 |
|---|---|
| Investment Advisory/Research | 30 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7 | $781.3M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $781.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $781.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS |
Identifiers
| SEC RIA File Number | 801-119148 |
|---|---|
| SEC ERA File Number | 801-119148 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308097 |
| Legal Entity Identifier | None |
Principal Office
717 FIFTH AVENUE18TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM-5:30PM
Tel: 212-705-5000, Fax: 212-705-5001
Websites
Chief Compliance Officer
LAWRENCE S. BLOCK
SENIOR MANAGING DIRECTOR, CO-GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
717 FIFTH AVENUE
18TH FLOOR
NEW YORK
NY
United States
Tel:
212-705-5090
Fax:
212-705-5001
L*****@**********M
(Full email address available in API data)
Regulatory Contact
MADISYNE SCHALITZ
VICE PRESIDENT AND SENIOR COMPLIANCE ASSOCIATE
6031 CONNECTION DRIVE
SUITE 200
IRVING
TX
United States
Tel:
972-868-5315
Fax:
972-868-5494
M********@*******M
(Full email address available in API data)
Industry Affiliates
| ANUBIS SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| C-III CAPITAL PARTNERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| C-III HY DIRECTIVES IV LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| C-III INVESTMENT MANAGEMENT LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| C-III RF DIRECTIVES II LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| C-III RF DIRECTIVES III LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| C-III SA MANAGEMENT LLC | Other investment adviser, including financial planners |
| ICG CHARGE ME DIRECTIVES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ICG REALTY LLC | Real estate broker or dealer |
| ISLAND CAPITAL GROUP LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| ISLAND NYCRF DIRECTIVES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ISLAND RF DIRECTIVES IV LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ISLAND TLCC DIRECTIVES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MV ESC DIRECTIVES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NAI GLOBAL CAPITAL MARKETS (F/K/A C-III REALTY SERVICES) | Real estate broker or dealer |
| NEW AMERICA NETWORK INC. | Real estate broker or dealer |
| RFII NY2 CO-INVESTMENT GP LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ICG CHARGE ME II LLC | Private Equity Fund | $10.0M | $0.4M | 17 |
| ICG CHARGE ME LLC | Private Equity Fund | $11.0M | $0.5M | 25 |
| ISLAND NYC RECOVERY FUND I L.P. | Real Estate Fund | $442.9M | $10.0M | 36 |
| ISLAND RECOVERY FUND IV L.P. | Real Estate Fund | $299.3M | $10.0M | 39 |
| ISLAND TLCC VENTURES LLC | Private Equity Fund | $3.8M | $0.3M | 11 |
| MV ESC HOLDINGS II LLC | Private Equity Fund | $4.0M | $0.5M | 5 |
| MV ESC HOLDINGS LLC | Private Equity Fund | $10.3M | $0.2M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLOCK, LAWRENCE, STEVEN | Individual | – | SENIOR MANAGING DIRECTOR, CO-GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 02/2020 | < 5% |
| CARLETON, GEORGE, EDWARD | Individual | – | EXECUTIVE MANAGING DIRECTOR | 02/2020 | < 5% |
| COHEN, JEFFREY, PATRICK | Individual | – | PRESIDENT AND EXECUTIVE MANAGING DIRECTOR | 02/2020 | < 5% |
| FARKAS, ANDREW, LAWRENCE | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2020 | < 5% |
| FURMAN, KATHERINE, DREW | Individual | – | SENIOR MANAGING DIRECTOR | 02/2020 | < 5% |
| HUGHSON, PAUL, ANDREW | Individual | – | EXECUTIVE MANAGING DIRECTOR | 02/2020 | < 5% |
| ISLAND CAPITAL GROUP LLC | Domestic Entity | – | MEMBER | 02/2020 | > 75% |
| KEELS, TARA, CURRIN | Individual | – | VICE PRESIDENT AND CONTROLLER | 02/2020 | < 5% |
| LANDE, MARK, ZVI | Individual | – | SENIOR MANAGING DIRECTOR, CO-GENERAL COUNSEL AND SECRETARY | 02/2020 | < 5% |
| LIEBER, ROBERT, CROSS | Individual | – | EXECUTIVE MANAGING DIRECTOR | 02/2020 | < 5% |
| LEVY, MARC, WILLIAM | Individual | – | EXECUTIVE MANAGING DIRECTOR | 02/2020 | < 5% |
| TAI, EDWARD, C. | Individual | – | SENIOR MANAGING DIRECTOR | 02/2020 | < 5% |
| WOODWARD, GEOFFREY, HAMILTON | Individual | – | EXECUTIVE MANAGING DIRECTOR | 02/2020 | < 5% |
| FARKAS, ANDREW, LAWRENCE | Individual | ISLAND CAPITAL GROUP LLC | MEMBER | 07/2003 | > 75% |
| WHITE, DIANA, WILSON | Individual | – | MANAGING DIRECTOR | 02/2020 | < 5% |
| SCHNEIDMAN, JON, BAER | Individual | – | SENIOR MANAGING DIRECTOR | 02/2020 | < 5% |
| Pisano, Jeffrey, Thomas | Individual | – | SENIOR MANAGING DIRECTOR | 06/2023 | < 5% |