AdvisorRanked
95
Clean

NORTH ISLAND VENTURES

200 PARK AVE SOUTH, NEW YORK, NY 10003
Fiduciaryfee-onlySEC Registered
347-404-2298 X.com/NorthIslandVC CRD #309291
$441M
Assets Managed
6
Clients
9
Employees
6
Years Active
since 2020

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46101. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 6 years.

Firm Details

Legal NameNORTH ISLAND VENTURES
CRD Number#309291
SEC RegisteredYes
Registration Date2020-06-19
States RegisteredNY
Assets Under Management$441M
Number of Clients6
Employees9
Compensation Typefee-only
Last ADV Filing46101

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Frequently Asked Questions

Is NORTH ISLAND VENTURES a fiduciary?

Yes. NORTH ISLAND VENTURES is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does NORTH ISLAND VENTURES charge clients?

NORTH ISLAND VENTURES uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does NORTH ISLAND VENTURES have any complaints?

No. NORTH ISLAND VENTURES has zero complaints or disciplinary actions on file with the SEC or FINRA across 6 years of operation.

How does NORTH ISLAND VENTURES compare to other advisors in NEW YORK?

NORTH ISLAND VENTURES has a Red Flag Score of 95/100. There are 1970 registered advisory firms in NEW YORK. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46101. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.