Joseph Halpern is listed as Manager & Cco at Exceed Advisory LLC on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | Manager & Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2013 |
| Title | Member, Chief Investment Officer And Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2018 |
| Title | Managing Member, Chief Investment Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2017 |
| Title | Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2018 |