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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does First Long Island Investors have?","answer":"First Long Island Investors has 7 investment adviser representatives registered with state securities authorities, out of 24 employees, and 8 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does First Long Island Investors invest in?","answer":"At the end of its last fiscal year, First Long Island Investors’ separately managed accounts held 86% exchange-traded equities, 6% U.S. government and agency bonds, 4% cash and equivalents, 2% state and local bonds and 2% investment grade corporate bonds. It advises 9 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns First Long Island Investors?","answer":"First Long Island Investors is owned through a chain of holding companies by Robert Rosenthal, Ralph Palleschi and White Mountains Insurance Group, LTD. Its direct owners are First Long Island Investor Holdings, Inc. (75% or more), First Long Island Investor (75% or more) and Kudu Investment Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does First Long Island Investors get paid?","answer":"First Long Island Investors is paid through a percentage of assets under management, fixed fees and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}