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Blue Isle Inc. (New York)


Blue Isle Inc. is a related adviser based in New York. It manages $3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

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Blue Isle provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Isle: assets under management

The assets under management (AUM) of Blue Isle Inc. is $3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Isle Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Blue Isle Inc. performs its advisory services is located at 10 East 40 Th Street, New York, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-754-6883 or by fax 212-754-6388. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at www.gothiccapital.com.


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