E
$119.2M Total AUM
$119.2M Disc. AUM
2.1% 3Y CAGR
3 Employees
92 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle peakPioneer vector +more
- Established Date
- 07-03-2014
- Office Locations
- 2
Office Locations
79 Madison Ave. 3RD Floor NEW York NY
-- Oregon WI
About Exceed Advisory LLC
Exceed Advisory LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 12 years. Managing $119.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Investment Planning.
Team overview
-- AVG AGE
$59.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Pioneer legacy Focus Vector ember Ridge Alpha Meridian Focus
Client Personas
Value Pioneer catalyst
Custodian
Harbor alpha Unison Harbor eagle Prime wave Momentum bridge Bridge value
Investment Themes
Harbor Beacon foundation Focus insight
Investment Vehicles
Beacon Element Delta
Platform
Horizon
Services
Insight Summit optima Vertex Ridge legacy
Technology
Zenith Fusion Element
Owner & Executives
JOSEPH HALPERN
Chief Compliance Officer, Manager
- CRD
- #4637169
- Ownership
- Less than 5%
(435) 616-6459
delta.fusion@momentumcapital.com
in linkedin.com/in/unison-value
Showing 1 of 1 owners & executives
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B
Bryan Patrick Sapp
--
- CRD
- #7649114
(618) 239-7975
catalyst.vertex@deltacapital.com
in linkedin.com/in/pioneer-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,150,346 | $1,295,112 |
| Non-Discretionary | $0 | -- |
| Total | $119,150,346 | $1,295,112 |
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Separately Managed Accounts
Total SMA Asset: $100,223,531
Equity - Exchange:
40.7% Derivatives:
25.8% Cash:
33.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,770,108,334 | 40.7% |
| Derivatives | $1,122,083,416 | 25.8% |
| Cash | $1,456,968,777 | 33.5% |
| Total | $4,349,160,527 | 100.0% |