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| Happy Holidays!! thanks for using AUM13F!! |
| First Long Island Investors LLC
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| CRD # | 167212 |
| SEC # | 801-21607 |
| CIK # | 0001490429 |
| AUM | $1.7 B (2025-03-31) |
| Employees | 24 (33% Investors, 29% Brokers) |
| Phone | 516-935-1200 |
| Address | One Jericho Plaza Jericho, NY 11753-1673 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 79.5 | ||
| Amazon Com Inc | 63.6 | ||
| Automatic Data Processing Inc | 61.3 | ||
| Nvidia Corp | 59.0 | ||
| Abbott Laboratories | 57.9 | ||
| Parker Hannifin Corp | 42.1 | ||
| Mastercard Inc | 38.5 | ||
| VISA Inc | 36.1 | ||
| Lowes Companies Inc | 34.9 | ||
| Facebook Inc | 34.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | FLI Sterling Realty Finance III LP | [2025-03-30] | 14.2 | 12.7 |
| Other | FLI Sterling Realty Finance II LP | [2020-03-30] | 11.9 | 19.2 |
| PE | FLI Perosphere Fund LP | 2017-03-31 | 1.4 | |
| Other | FLI Sterling Realty Finance LP | 2016-03-29 | 2.1 | |
| HF | FLI Fairholme Partners LP | [2014-03-31] | 14.3 | 0.0 |
| PE | 1000 | 2012-03-30 | 0.0 | |
| RE | 1001 | 2012-03-30 | 0.0 | |
| RE | 1002 | 2012-03-30 | 0.0 | |
| RE | 1003 | [2012-03-30] | 0.0 | |
| PE | 1004 | 2012-03-30 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 57.6 |
| (b) Individuals (high net worth individuals) | 321 | 983.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 566.9 |
| (g) Pension and profit sharing plans | 10 | 51.1 |
| (h) Charitable organizations | 14 | 22.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 26.9 |
| (n) Other | 0 | 0.0 |
| Total | 881 | 1,708.2 |
| By Discretionary | ||
| Discretionary | 881 | 1,708.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 881 | 1,708.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,708.2 | |
| Total | 881 | 1,708.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Rosenthal | 174 | ||
| Ralph Palleschi | 10 | ||
| Bruce Siegel | 9 | ||
| Bruce Palleschi | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001490429] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vivaldi Capital Management LP
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IL | 4.6 |
|
Avidian Wealth Enterprises LLC
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|
TX | 4.0 |
|
Three Bell Capital LLC
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|
TX | 3.8 |
|
freeGulliver LLC
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|
LA | 0.8 |
|
Adams Wealth Management LLC
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|
UT | 0.7 |
|
Alliance Advisory & Securities LLC
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|
CA | 0.6 |
|
Goldman Sachs Hedge Fund Strategies LLC
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|
NY | 0.0 |
|
Gilder Office for Growth LLC
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|
NC | 0.0 |
|
Springcreek Corp
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|
CA | 0.0 |
|
William Harris Investors Inc
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|
IL | 0.0 |