Firm profile

NORTH ISLAND VENTURES

NEW YORK, NYCRD 309291Latest ADV March 20, 2026

North Island Ventures is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 20, 2026, reports $441M in regulatory assets under management, 9 employees, and 3 accounts.

Assets Under Management
$441M
Employees
9
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
200 PARK AVE SOUTH, SUITE 1700, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOShivank N. Kumar
COOCharles C. Moran

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$441Mas of March 20, 2026
Discretionary100.0%
$441M
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$441M
Total Accounts3
10Y AUM Change+$441M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee0:1
10Y Employee Change+4 (+80.0%)

* 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.