FIRST LONG ISLAND INVESTORS, LLC
Latest filing: Mar 31, 2025 (79 days ago)
AUM
$1,708,156,301
11% change vs. 1 year ago
-2% change vs. 3 years ago
32% change vs. 5 years ago
88% change vs. 10 years ago
Employee Count
24
-8% change vs. 1 year ago
14% change vs. 3 years ago
20% change vs. 5 years ago
71% change vs. 10 years ago
Main Office
JERICHO, NY
ONE JERICHO PLAZA, JERICHO, NY, UNITED STATES, 11753-1673
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $1.0 |
| Pooled | $0.6 |
| Institutional | $0.1 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 172 | $0.1 |
| Average Individual AUM | $334,974 | |
| HNW | 321 | $1.0 |
| Average HNW AUM | $3,063,434 | |
| Retail Total | 493 | $1.0 |
| Average Retail AUM | $2,111,517 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| UBS FINANCIAL SERVICES INC. | UNIONDALE-NY-USA | $1.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.1 |
| Retail SMA AUM | $1.0 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 88% | $1.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 3% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FLI FUNDS MANAGEMENT CO. V, LP | $0.0 | - | |
| FLI FUNDS MANAGEMENT CO. VII, L.P. | $0.0 | - | |
| FLI INVESTORS, LLC | $0.0 | broker-dealer | 17128 |
| FLI FUNDS MANAGEMENT CO. III, LP | $0.0 | - | |
| FLI MANAGEMENT CORPORATION | $0.0 | - | |
| FLI FUNDS MANAGEMENT CO. IV, LP | $0.0 | - | |
| FLI FUNDS MANAGEMENT CO. II, LP | $0.0 | - | |
| FLI FUNDS MANAGEMENT CO., LP | $0.0 | - | |
| FLI FUNDS MANAGEMENT CO. VI, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| ROSENTHAL, ROBERT, DANIEL | CHIEF EXECUTIVE OFFICER, MANAGER, CHAIRMAN, CEO |
| PALLESCHI, RALPH, FRANCIS | PRESIDENT AND CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF OPERATING OFFICER |
| JUCHEM, STEPHEN, JOSEPH | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER |
| GAMBLE, BRIAN, PHILLIP | SENIOR VICE PRESIDENT - PRIVATE WEALTH MANAGEMENT |
| GOLUB, JONATHAN, ANDREW | SENIOR VICE PRESIDENT, GENERAL COUNSEL, AND CHIEF COMPLIANCE OFFICER |
| MALAKOFF, PHILIP, W | EXECUTIVE MANAGING DIRECTOR AND DIRECTOR OF RESEARCH |
| PALLESCHI, EDWARD, CHARLES | EXECUTIVE MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WESLEY LLADO | JERICHO | NY | CHARTERED FINANCIAL ANALYST | ||||||
| DYLAN KLEIN | JERICHO | NY | CHARTERED FINANCIAL ANALYST | ||||||
| EDWARD PALLESCHI | JERICHO | NY | S66|2001-03-31 | ||||||
| BRIAN GAMBLE | JERICHO | NY | CERTIFIED FINANCIAL PLANNER | ||||||
| PHILIP MALAKOFF | JERICHO | NY | S63|1987-05-21|S65|2002-02-21 | ||||||
| ROBERT ROSENTHAL | JERICHO | NY | S63|1986-10-27 | ||||||
| RALPH PALLESCHI | JERICHO | NY | S63|1986-10-27 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.7 | $0.0 | 0% | 24 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 24 | 0 | 0% |
| 2024-04-02 | $1.5 | $0.2 | 11% | 26 | -2 | -8% |
| 2023-04-04 | $1.3 | $0.4 | 27% | 25 | -1 | -4% |
| 2022-04-01 | $1.7 | $0.0 | -2% | 21 | 3 | 14% |
| 2021-04-05 | $1.5 | $0.2 | 16% | 20 | 4 | 20% |
| 2020-04-01 | $1.3 | $0.4 | 32% | 20 | 4 | 20% |
| 2019-04-01 | $1.0 | $0.7 | 71% | 20 | 4 | 20% |
| 2018-04-02 | $1.1 | $0.6 | 53% | 20 | 4 | 20% |
| 2017-04-01 | $0.9 | $0.8 | 82% | 20 | 4 | 20% |
| 2016-04-01 | $0.9 | $0.8 | 88% | 17 | 7 | 41% |
| 2015-04-01 | $0.9 | $0.8 | 88% | 14 | 10 | 71% |
| 2014-04-01 | $0.8 | $0.9 | 120% | 13 | 11 | 85% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 0 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, CA-03/30/2022, CT-04/04/2013, FL-04/05/2013, NH-03/30/2023, NJ-04/23/2014, NY-04/04/2013, TX-03/30/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV