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| Exceed Advisory LLC
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| |
|---|---|
| CRD # | 170403 |
| SEC # | 801-79958 |
| CIK # | |
| AUM | $49.1 MM (2024-03-27) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 646-580-7046 |
| Address | 79 Madison Ave New York, NY 10016 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 8.9 |
| (b) Individuals (high net worth individuals) | 8 | 17.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 23.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 49.1 |
| By Discretionary | ||
| Discretionary | 38 | 49.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 49.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 49.1 | |
| Total | 38 | 49.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ANEW Advisors LLC
✚
|
WI | 0.1 |
|
Paulo Financial Advisors LLC
✚
|
NY | 0.0 |
|
Generation PMCA Corp
✚
|
0.0 | |
|
Rena Advisors LLC
✚
|
NY | 0.0 |
|
Quinn Wealth Advisors A Series of Indepen Wealth Partners LLC
✚
|
PA | 0.0 |
|
Stylus Capital LLC
✚
|
0.0 | |
|
Strategy Cap LLC
✚
|
OR | 0.0 |
|
Peace of MIND Planning LLC
✚
|
WA | 0.0 |
|
Philadelphia Partners Capital Management LLC
✚
|
PA | 0.0 |
|
Stringer Asset Management LLC
✚
|
TN | 0.0 |