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Exceed Advisory LLC

● SEC registered since 2014CRD 170403SEC# 801-79958New York, NY
Export (members)
Reg. AUM
$76.7M
Employees
2
Accounts
69
Location
New York, NY

Exceed Advisory LLC assets under management

Exceed Advisory LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2014. It reports $76.7 million in regulatory assets under management and employs 2 people.
exceedinvestments.comView on SEC.gov ↗

Exceed Advisory LLC owners & executives

3 reported
NameTitleOwnershipSince
Exceed Holdings LLC ControlMemberOver 75%2013
Joseph Halpern ControlManager & CcoUnder 5%2013
Joseph Halpern ControlOwner25-50%2012

Frequently asked questions

How much does Exceed Advisory LLC manage?

Exceed Advisory LLC reports $76.7 million in regulatory assets under management on its Form ADV.

How many employees does Exceed Advisory LLC have?

Exceed Advisory LLC reports 2 employees.

Where is Exceed Advisory LLC located?

Exceed Advisory LLC is based in New York, NY and has been SEC-registered since 2014.

Does Exceed Advisory LLC disclose fund performance?

Exceed Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address79 Madison Ave., 3rd Floor, New York, NY 10016
Phone646-580-7046
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$76.7M
Non-discretionary$0
Total (RAUM)$76.7M