$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
5 yrs Firm Age
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- Custodian
- Apex · Charles Schwab & Company · Goldman Sachs
- Clients
- Retail
- Platforms
- Legacy valueMeridian
- Established Date
- 04-15-2021
- Office Locations
- 1
Office Locations
200 Broadhollow Road Suite 207 Melville NY
About Excelsior
Excelsior is a Melville-based RIA. The firm has been operating for 5 years. Managing $23.9M in total assets under management, with 1 advisory representatives. They custody assets with Apex and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$23.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Prime Crest vertex Momentum
Investment Themes
Value Oak pioneer Fusion
Investment Vehicles
Delta Pathway delta
Platform
Timber pathway Pathway signal Momentum
Services
North quantum Timber Atlas quantum Bridge pioneer Delta timber Radial Wave
Technology
Oak fusion Pathway
Owner & Executives
C
CARL AUGUST FRIEDRICH
Chief Compliance Officer, Managing Partner
- CRD
- #2588466
- Ownership
- 75% or more
(711) 447-8242
fusion.radial@frontiercapital.com
in linkedin.com/in/horizon-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,881,030 | $293,702 |
| Non-Discretionary | $0 | -- |
| Total | $23,881,030 | $293,702 |
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Separately Managed Accounts
Total SMA Asset: $23,881,030
Public Funds:
26.2% Cash:
10.3% Equity - Exchange:
27.9% Equity - OTC:
24.3% Private Funds:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,038,718,309 | 26.2% |
| Cash | $801,480,862 | 10.3% |
| Equity - Exchange | $2,171,001,558 | 27.9% |
| Equity - OTC | $1,890,872,325 | 24.3% |
| Private Funds | $879,294,539 | 11.3% |
| Total | $7,781,367,593 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PEAK LEGACY | QUANTUM FUSION | VJHTK8LEX | GNCJ | 12.49% | $34,451,878 |
| PRIME CREST | ATLAS ELEMENT | RDEFBITUZ | AXNSR | 7.48% | $58,706,752 |
| INSIGHT UNISON INSIGHT | FOUNDATION CATALYST | 3WFEO7WR2 | XKWMY | 6.13% | $1,973,907 |
| FOUNDATION OPTIMA | NORTH GLACIER | P8LNA514F | EGAO | 11.14% | $15,910,556 |
| ATLAS ELEMENT | SUMMIT HORIZON | 5KDWNOHC2 | NXTO | 12.38% | $102,869,271 |
| GLACIER FUSION | ZENITH EMBER | 735XUN1XU | YSB | 9.95% | $2,759,836 |
| CAPITAL RIDGE EAGLE | FOCUS NORTH | XVARTGA6Z | UYULD | 5.30% | $9,866,411 |
| VITAL ALPHA ATLAS | PRIME RADIAL | D4KXOTKLN | SGW | 0.98% | $119,864,069 |