Four Tree Island Advisory Llc
- Regulatory AUM
- $182M
- Discretionary
- $182M
- Clients
- 54
- Avg AUM / client
- $3.4M
- Accounts
- 136
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $10.0M | 5.52% |
| High net worth individuals | 35 | $163M | 89.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.9M | 1.03% |
| Insurance companies | Fewer than 5 clients | $6.9M | 3.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric James Gregg | Owner/Principal | Sep 2010 (16y) | 75% or more | |
| Philbrick, Jennifer, Ann | Chief Compliance Officer | Jan 2014 (13y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $165M (90% of AUM) Mar 2026
- Charles Schwab & Co. $8.8M (5% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗