Excelsior Investment Advisors, LLC
CRD 311850SEC# 801-120085Melville, NY
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.
Excelsior Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl August Friedrich Control | Managing Partner And Chief Compliance Officer | Over 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
| Address | 200 Broadhollow Road, Suite 207, Melville, NY 11747 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$18.2MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$18.2Mregulatory AUM
Discretionary $18.2M