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Excelsior Investment Advisors, LLC

CRD 311850SEC# 801-120085Melville, NY
Export (members)
No longer SEC-registered. Excelsior Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$18.2M
Employees
1
Accounts
62
Location
Melville, NY

Excelsior Investment Advisors, LLC assets under management

Excelsior Investment Advisors, LLC operates as an SEC-registered investment adviser based in Melville, NY. It reports $18.2 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Excelsior Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Carl August Friedrich ControlManaging Partner And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Excelsior Investment Advisors, LLC manage?

Excelsior Investment Advisors, LLC reports $18.2 million in regulatory assets under management on its Form ADV.

How many employees does Excelsior Investment Advisors, LLC have?

Excelsior Investment Advisors, LLC reports 1 employees.

Where is Excelsior Investment Advisors, LLC located?

Excelsior Investment Advisors, LLC is based in Melville, NY.

Does Excelsior Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Address200 Broadhollow Road, Suite 207, Melville, NY 11747
Office hours9 a.m. - 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$18.2M
Non-discretionary$0
Total (RAUM)$18.2M