ISLAY ASSET MANAGEMENT, LLC
CRD #316174 SEC #801-122254 PRINCETON, NJ 9496622850
SEC Registered
Total AUM
$130M
Discretionary
$130M
Employees
3
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 5, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVANS, STEPHEN, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EVANS, STEPHEN, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEDESCHI, EDWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TEDESCHI, EDWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EPI HOLDING, LLC | DE | OWNER | E | Control |
| EPI HOLDING, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COREY, PETER, JOSEPH | I | EPI HOLDING, LLC | C | Control |
| COREY, PETER, JOSEPH | I | EPI HOLDING, LLC | C | Control |
| Cevaer-Corey, Pascal | I | EPI HOLDING, LLC | C | Control |
| Cevaer-Corey, Pascal | I | EPI HOLDING, LLC | C | Control |
| EVANS, STEPHEN, EDWIN | I | EPI HOLDING, LLC | C | Control |
| EVANS, STEPHEN, EDWIN | I | EPI HOLDING, LLC | C | Control |
| TEDESCHI, EDWARD, ROBERT | I | EPI HOLDING, LLC | C | Control |
| TEDESCHI, EDWARD, ROBERT | I | EPI HOLDING, LLC | C | Control |
Registrations
Federal
IA
Jan 5, 2022 REGISTERED
Address
36 MERCER STREETPRINCETON, NJ 08540
United States
Phone: 9496622850