First Long Island Investors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jericho, NY. Its latest Form ADV filing, dated March 31, 2026, reports $1.9B in regulatory assets under management, 24 employees, and 940 accounts.
Assets Under Management
$1.9B
Employees
24
Offices
--
Total Clients
546
Primary office
JERICHO, NY
ONE JERICHO PLAZA, SUITE 201, JERICHO, NY, United States
Top client segmentHNWI represent 59.5% of total clients.
Top client categories% of clientsClients
1
HNWI
59.5%
325
2
Individuals
31.1%
170
3
Pooled Investment Vehicles
3.7%
20
4
Charitable
2.7%
15
5
Pension Plans
1.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 31, 2026
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts940
10Y AUM Change+$924M (+98.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee23:1
10Y Employee Change+4 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.