CRD: 314592
Island Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- FocusCrest
- Established Date
- 07-15-2021
- Office Locations
- 1
Office Locations
About Island Asset Management, LLC
Island Capital is a global real estate-oriented merchant bank with integrated investment management and advisory platforms. The team focuses on distressed and value-driven commercial real estate opportunities via private vehicles, and supports owners and borrowers with operational turnarounds, restructurings, and capital raising. Backed by 35+ years of cycle experience, it brings a 360-degree owner-operator-lender perspective and global reach across 300+ locations.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS TURNER NEELY
Chief Compliance Officer, Financial Consultant, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2808424
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,046,130 | -- |
| Non-Discretionary | $71,706,709 | -- |
| Total | $79,752,839 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,752,839
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,390,368,026 | 16.6% |
| U.S. Government/Agency | $1,909,662,108 | 22.8% |
| Cash | $1,633,263,645 | 19.5% |
| Equity - Exchange | $1,189,350,962 | 14.2% |
| Public Funds | $2,253,066,259 | 26.9% |
| Total | $8,375,711,000 | 100.0% |