First Long Island Investors LLC

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First Long Island Investors LLC ✚
CRD #	167212
SEC #	801-21607
CIK #	0001490429
AUM	1,861.3 M (2026-03-31)
Employees	24 (33% Investors, 33% Brokers)
Phone	516-935-1200
Address	One Jericho Plaza Jericho, NY 11753-1673
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

CIK	Period
0001490429	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001490429

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	60.4
	Microsoft Corp	59.2
	Amazon Com Inc	57.2
	Parker Hannifin Corp	53.8
	Alphabet Inc	50.1
	Amphenol Corp /DE/	45.6
	Visa Inc	43.2
	Lilly Eli & Co	40.5
	Taiwan Semiconductor Manufacturing Co Ltd	39.6
	Abbott Laboratories	39.2
	Broadcom Inc	36.9
	Lowes Companies Inc	36.9
	J P Morgan Chase & Co	34.2
	Mastercard Inc	32.7
	Apple Inc	29.0
	Facebook Inc	27.8
	Johnson & Johnson	27.4
	Philip Morris International Inc	26.3
	AbbVie Inc	25.7
	Amgen Inc	24.6
	Williams Sonoma Inc	23.8
	Fastenal Co	23.2
	Automatic Data Processing Inc	22.3
	BlackRock Inc	20.6
	Uber Technologies Inc	20.3
	Eaton Corp Ltd	19.7
	Blackstone Group LP	18.9
	FPL Group Inc	17.4
	Qualcomm Inc/DE	17.1
	Fair Isaac Corp	16.7
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Type	Form D Funds	Date	Sold	AUM
Other	FLI Sterling Realty Finance III LP	[2025-03-30]	14.2 M	13.9 M
	Filed 2025-04-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	FLI Sterling Realty Finance II LP	[2020-03-30]	11.9 M	19.5 M
	Filed 2022-03-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	FLI Perosphere Fund LP	2017-03-31		1.4 M
Other	FLI Sterling Realty Finance LP	2016-03-29		1.9 M
HF	FLI Fairholme Partners LP	[2014-03-31]	14.3 M
	Filed 2018-03-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	1000	2012-03-30
RE	1001	2012-03-30		0.0 M
RE	1002	2012-03-30
RE	1003	[2012-03-30]
PE	1004	2012-03-30
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	170	57.8
(b) Individuals (high net worth individuals)	325	1,119.0
(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	20	568.8
(g) Pension and profit sharing plans	9	59.5
(h) Charitable organizations	15	25.6
(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	30.6
(n) Other	0	0.0
Total	940	1,861.3
By Discretionary
Discretionary	940	1,861.3
Non-Discretionary	0	0.0
Total	940	1,861.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,861.3
Total	940	1,861.3

Form D Directors	Role	# Filings	# Firms
Robert Rosenthal	Executive Officer	174	2
Ralph Palleschi	Executive Officer	10	2
Bruce Siegel	Executive Officer	9	2
Bruce Palleschi	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001490429]

Firm Profile (Form ADV)
Discretionary AUM	$0.5B
Clients	73
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund, Private Equity, Real Estate

Comparable Firms	State	AUM
Three Bell Capital LLC ✚	TX	5,051.1 M
Avidian Wealth Enterprises LLC ✚	TX	4,764.2 M
freeGulliver LLC ✚	LA	836.6 M
Alliance Advisory & Securities LLC ✚	CA	687.4 M
Adams Wealth Management LLC ✚	UT	565.8 M
Springcreek Corp ✚	CA
William Harris Investors Inc ✚	IL
JP Morgan Private Wealth Advisors LLC ✚	CA
Gilder Office for Growth LLC ✚	NC
Goldman Sachs Hedge Fund Strategies LLC ✚	NY

First Long Island Investors LLC

Assets, Funds, Holdings