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Exclusive Resource Management LLC

● SEC registered since 2024CRD 321076SEC# 801-130618Latham, NY
Export (members)
Reg. AUM
$55.3M
Employees
2
Accounts
264
Location
Latham, NY

Exclusive Resource Management LLC assets under management

Exclusive Resource Management LLC is an SEC-registered investment adviser based in Latham, NY. The firm has been registered since 2024. It reports $55.3 million in regulatory assets under management and employs 2 people.

Exclusive Resource Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Phillip Joseph Monthie ControlChief Compliance OfficerUnder 5%2023
Stephen Paul Monthie ControlManaging DirectorOver 75%2022

Frequently asked questions

How much does Exclusive Resource Management LLC manage?

Exclusive Resource Management LLC reports $55.3 million in regulatory assets under management on its Form ADV.

How many employees does Exclusive Resource Management LLC have?

Exclusive Resource Management LLC reports 2 employees.

Where is Exclusive Resource Management LLC located?

Exclusive Resource Management LLC is based in Latham, NY and has been SEC-registered since 2024.

Does Exclusive Resource Management LLC disclose fund performance?

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

Contact & registration

Address623 New Loudon Road, Latham, NY 12110
Phone518-786-3534
Fax(518) 690-1512
Office hours9:00 a.m. - 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$55.3M
Non-discretionary$0
Total (RAUM)$55.3M