Plum Island Partners LLC 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 31, 2026, reports $550M in regulatory assets under management, 16 employees, and 1 account.
Assets Under Management
$550M
Employees
16
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
777 THIRD AVENUE, 36TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$550Mas of March 31, 2026
Discretionary100.0%
$550M
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$550M
Total Accounts1
10Y AUM Change+$550M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee—
10Y Employee Change+12 (+300.0%)
* 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.