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| Happy Holidays!! thanks for using AUM13F!! |
| Exceed Advisory LLC
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|---|---|
| CRD # | 170403 |
| SEC # | 801-79958 |
| CIK # | |
| AUM | $76.7 M (2025-03-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 646-580-7046 |
| Address | 79 Madison Ave New York, NY 10016 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 16.9 |
| (b) Individuals (high net worth individuals) | 17 | 39.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 20.1 |
| (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 | 69 | 76.7 |
| By Discretionary | ||
| Discretionary | 69 | 76.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 69 | 76.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 76.7 | |
| Total | 69 | 76.7 |
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|---|---|---|
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Stratacore Capital Management LLC
✚
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NY | 0.1 |
|
Sundowner Capital Management LLC
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OR | 0.1 |
|
Pegasus Group LLC
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NJ | 0.1 |
|
Opportunus Wealth Management LLC
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0.1 | |
|
Revere Wealth Management LLC
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|
NY | 0.1 |
|
HTAA LLC
✚
|
IL | 0.1 |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
V&V Management Group Corporation
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|
NY | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |