9AT: FIRST LONG ISLAND INVESTORS, LLC

other names

Adviser Profile

As of Date	03/31/2025
Adviser Type - Large advisory firm
Number of Employees	24 -4.00%
of those in investment advisory functions	8
Registration	SEC, Approved, 07/13/1984

AUM^*	1,708,156,301 26.65%
of that, discretionary	1,708,156,301 26.65%
Private Fund GAV^*	557,138,776 10.28%
Avg Account Size	1,938,883 15.87%
% High Net Worth	59.23% 13.28%
SMA’s	Yes
Private Funds	11 2
Contact Info	516 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count5	GAV$521,758,414
Fund TypePrivate Equity Fund	Count2	GAV$1,369,726
Fund TypeReal Estate Fund	Count1	GAV$
Fund TypeOther Private Fund	Count3	GAV$34,010,636

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser E&E ADVISORS L.P.	Hedge Fund657.8m	Liquidity Fund-	Private Equity Fund98.1m	Real Estate Fund133.0m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund43.8m	Total Private Fund GAV932.6m	AUM932.6m	#Funds25
Adviser CURI RMB CAPITAL, LLC	Hedge Fund242.9m	Liquidity Fund-	Private Equity Fund60.9m	Real Estate Fund71.1m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV374.8m	AUM9.8b	#Funds17
Adviser CONTRARIAN CAPITAL MANAGEMENT LLC	Hedge Fund3.2b	Liquidity Fund-	Private Equity Fund665.8m	Real Estate Fund365.0m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.2b	AUM4.6b	#Funds24
Adviser PGIM LUXEMBOURG S.A.	Hedge Fund3.1b	Liquidity Fund-	Private Equity Fund537.7m	Real Estate Fund2.5b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund971.0m	Total Private Fund GAV7.2b	AUM15.9b	#Funds17
Adviser ALLIANCEBERNSTEIN L.P.	Hedge Fund4.3b	Liquidity Fund-	Private Equity Fund1.5b	Real Estate Fund1.3b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.1b	Total Private Fund GAV10.2b	AUM709.2b	#Funds77
Adviser BACHRACH ASSET MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.5m	#Funds-
Adviser AVIDIAN WEALTH SOLUTIONS	Hedge Fund850.6k	Liquidity Fund-	Private Equity Fund68.6k	Real Estate Fund6.9m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.4m	Total Private Fund GAV11.2m	AUM4.0b	#Funds7
Adviser CTC CAPITAL MANAGEMENT, LLC	Hedge Fund27.5m	Liquidity Fund-	Private Equity Fund52.9m	Real Estate Fund87.0m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund16.6m	Total Private Fund GAV184.0m	AUM184.0m	#Funds9
Adviser ARES MANAGEMENT LLC	Hedge Fund247.8b	Liquidity Fund-	Private Equity Fund23.3b	Real Estate Fund50.1b	Securitized Asset Fund33.2b	Venture Capital Fund132.1m	Other Fund16.3b	Total Private Fund GAV370.9b	AUM359.1b	#Funds860
Adviser ALGEBRIS INVESTMENT (IRELAND) LIMITED	Hedge Fund18.2b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund272.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV18.5b	AUM-	#Funds6

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker002824100	Stock NameABBOTT LABS COM	$ Position$56,618,204	% Position5.00%	$ Change16.00%	# Change-1.00%
Stck Ticker023135106	Stock NameAMAZON COM INC COM	$ Position$54,928,062	% Position5.00%	$ Change-15.00%	# Change-2.00%
Stck Ticker053015103	Stock NameAUTOMATIC DATA PROCESSING INC	$ Position$60,896,101	% Position5.00%	$ Change3.00%	# Change-1.00%
Stck Ticker594918104	Stock NameMICROSOFT CORP COM	$ Position$60,129,595	% Position5.00%	$ Change-17.00%	# Change-7.00%
Stck Ticker91324P102	Stock NameUNITEDHEALTH GROUP INC COM	$ Position$55,592,920	% Position5.00%	$ Change2.00%	# Change-1.00%
Stck Ticker92826C839	Stock NameVISA INC COM CL A	$ Position$35,626,362	% Position3.00%	$ Change1.00%	# Change-9.00%
Stck Ticker67066G104	Stock NameNVIDIA CORPORATION COM	$ Position$41,829,803	% Position3.00%	$ Change-17.00%	# Change3.00%
Stck Ticker701094104	Stock NamePARKER HANNIFIN CORP COM	$ Position$36,907,436	% Position3.00%	$ Change-13.00%	# Change-9.00%
Stck Ticker037833100	Stock NameAPPLE INC COM	$ Position$32,966,091	% Position3.00%	$ Change-16.00%	# Change-5.00%
Stck Ticker02079K305	Stock NameALPHABET INC CAP STK CL A	$ Position$30,577,276	% Position3.00%	$ Change-28.00%	# Change-11.00%

Brochure Summary

Overview

First Long Island Investors, LLC (“FLII”) is a boutique wealth management firm that provides sophisticated money management services to high net worth clients. FLII is registered with the U.S. Securities and Exchange Commission as an investment adviser and was founded on a service ethic that puts clients at the center of everything we do. FLII traces its origins back more than 40 years, when Robert D. Rosenthal and Ralph F. Palleschi formally established FLII’s predecessor corporation in 1983. Bob and Ralph are FLII’s principal owners. Bob is Chairman, Chief Executive Officer, and Chief Investment Officer of FLII. Ralph is President and Chief Operating Officer and a member of FLII’s Investment Committee. FLII provides a broad range of investment and financial services to clients. Our advice is designed to provide clients with a long-term approach to wealth management that embodies a prudent, individualized asset allocation. Our goal is the preservation and growth of each client’s net worth. We recommend that clients diversify their investments among assets, including (where suitable) equities (in separately managed accounts and through

partnerships), in bonds, and in private investments. Equity investments include traditional equity investments and more defensive or hedged equity investments. Our principals invest side-by-side with our clients in every FLII strategy (other than fixed income which is personalized for each client). Where a strategy is offered through different investment vehicles, our principals invest in the vehicle suitable for them, but not in every vehicle available. We tailor our advice to client’s needs (we only provide advice to clients where our strategies are compatible with what we believe are the client’s needs). Clients may, in limited circumstances, place restrictions on our investments. We have accepted restrictions where clients hold low basis stocks they do not want to sell. Affiliates of FLII are general partners of certain partnerships in which our clients invest as limited partners. We are also a multi-family family office and provide family office services to certain clients. We manage $1,545,821,993 on a discretionary basis and we oversee $361,892,005 in assets on which we do not have discretionary authority (both as of December 31, 2023).

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FIRST LONG ISLAND INVESTORS, LLC

Adviser Profile

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Private Funds

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