|
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|
| Keyboard |
| Excomp Asset Management Ltd
✚
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|
|---|---|
| CRD # | 110434 |
| SEC # | 801-43057 |
| CIK # | |
| AUM | 140.2 M (2026-04-14) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 631-465-9670 |
| Address | 425 Broadhollow Rd Melville, NY 11747 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 50.0 |
| (b) Individuals (high net worth individuals) | 36 | 76.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 13.8 |
| (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 | 146 | 140.2 |
| By Discretionary | ||
| Discretionary | 146 | 140.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 140.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.2 | |
| Total | 146 | 140.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DLK Investment Advisors LLC
✚
|
WA | 140.7 M |
|
Actitrust Wealth Management LLC
✚
|
FL | 140.5 M |
|
Steele Street Capital LLC
✚
|
ME | 140.5 M |
|
MWM Wealth Advisory LLC
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|
MN | 140.3 M |
|
Savior LLC
✚
|
MA | 140.2 M |
|
Larson Williams Wealth Advisors LLC
✚
|
UT | 140.0 M |
|
Fortis Portfolio Solutions LLC
✚
|
IL | 140.0 M |
|
Claremont Financial Group Inc
✚
|
CA | 140.0 M |
|
Jemma Investment Advisors LLC
✚
|
MD | 139.8 M |
|
Legacy PCG LLC
✚
|
CA | 139.8 M |