Mandate & appetite
- Preferred strategies
- CoreValue Add
- Target geographies
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- Typical ticket
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- AUM
- $2.1bn
- Real-asset allocation
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- Appetite
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Investor profile
Founded over 40 years ago, First Long Island Investors, LLC is a New York-based Registered Investment Adviser managing approximately $2.1 billion. The firm focuses on wealth management, financial planning, and wealth administration, with expertise in business succession and estate planning.
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