Islay Capital Management, LLC is a large advisory firm based in Lubbock. It manages $176.49 million of regulatory assets for 310 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.
Islay Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Islay Capital Management, LLC is $176.49 million. The firm's AUM has grown by 181% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Islay Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Islay Capital Management is high net worth individuals with 32 clients and $97.97 million of assets under management. Among the 9 most similar advisory firms, Islay Capital Management has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $176.49 million for 136 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Islay Capital Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Islay Capital Management, LLC performs its advisory services is located at 8001 Quaker Avenue, Lubbock, TX 79424, 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 806-744-8617 or by fax 806-762-8555. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at mcdcap.com.