Four Tree Island Advisory LLC
Four Tree Island Advisory LLC (FTIA) is a registered investment adviser founded in 2010, headquartered in Portsmouth, New Hampshire. The firm provides customized investment advisory services to individuals and institutions, managing assets primarily in separate accounts. FTIA is registered with the SEC and the State of New Hampshire Bureau of Securities Regulation. As of 2025, the firm reports 2 employees and serves both high-net-worth and other individual clients, along with a small allocation to institutional accounts.
Investment Strategy
FTIA delivers customized investment advisory solutions tailored to individual and institutional client needs, managing assets in separate accounts. Their approach is client-centric, with suitability and minimum relationship requirements. The principal has received recognition in buy-side research competitions and has published award-winning investment analyses. The firm primarily serves U.S. persons and focuses on long-term portfolio management typically involving U.S. equities and related securities, as evidenced by the composition and turnover of their reported holdings.
Latest 13F Filing Activity
Four Tree Island Advisory LLC filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $142M. The fund increased holdings in Lam Research Corp., Garrett Motion Inc., Applied Matls Inc. among other positions. Four Tree Island Advisory LLC reduced exposure to Voya Financial Inc., Willis Lease Fin Corp., Equitable HLDGS Inc. among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LRCX | LAM RESEARCH CORP | 16.06% | $22.8M | 234,544 | $72.25 | $97.34 | +$4.3M |
E EQH | EQUITABLE HLDGS INC | 14.28% | $20.3M | 361,860 | $47.35 | $56.10 | -$1.7M |
J JXN | JACKSON FINANCIAL INC | 13.53% | $19.2M | 216,553 | $86.92 | $88.79 | -$288.8K |
M MLI | MUELLER INDS INC | 12.56% | $17.9M | 224,656 | $79.26 | $79.47 | -$1.3M |
W WLFC | WILLIS LEASE FIN CORP | 9.39% | $13.3M | 93,431 | $198.07 | $142.78 | -$2.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more