Exclusive Resource Management LLC
● SEC registered since 2024CRD 321076SEC# 801-130618Latham, NY
Reg. AUM
$71.1M
Employees
2
Accounts
285
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 $71.1 million in regulatory assets under management and employs 2 people.
Exclusive Resource Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Phillip Joseph Monthie Control | Chief Compliance Officer | Under 5% | 2023 |
| Stephen Paul Monthie Control | Managing Director | Over 75% | 2022 |
Frequently asked questions
How much does Exclusive Resource Management LLC manage?
Exclusive Resource Management LLC reports $71.1 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
| Address | 623 New Loudon Road, Latham, NY 12110 |
| Phone | 518-786-3534 |
| Fax | (518) 690-1512 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$71.1M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$71.1Mregulatory AUM
Discretionary $71.1M