RIA Intelligence

EXCELSIOR OPPORTUNITY ADVISORS LLC

CRD #163123 SEC #802-76572 LAKE SUCCESS, NY 516-487-8220
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
--
Latest Filing
Mar 21, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERNA Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERNA Control
SLOAN, FRED, P.IMANAGING MEMBERNA Control
SLOAN, FRED, P.IMANAGING MEMBERNA Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
FCE GROUP, INC.DEHOLDING COMPANYE Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SCHWARTZ, DAVID, HOWARDIMANAGING MEMBERD Control
SLOAN, FRED, P.IMANAGING MEMBERD Control
SLOAN, FRED, P.IMANAGING MEMBERD Control
SLOAN, FRED, P.IMANAGING MEMBERD Control
SLOAN, FRED, P.IMANAGING MEMBERC Control
SLOAN, FRED, P.IMANAGING MEMBERC Control
SLOAN, FRED, P.IMANAGING MEMBERC Control
SLOAN, FRED, P.IMANAGING MEMBERC Control
SLOAN, FRED, P.IMANAGING MEMBERC Control
SLOAN, FRED, P.IMANAGING MEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SLOAN, FRED, P.IFCE GROUP, INC.F
SLOAN, FRED, P.IFCE GROUP, INC.F
SLOAN, FRED, P.IFCE GROUP, INC.F
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.E Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.E Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.E Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.D Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.D Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.D Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.D Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.D Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.D Control
SLOAN, FRED, P.IFCE GROUP, INC.D Control
SLOAN, FRED, P.IFCE GROUP, INC.D Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.C Control
SCHWARTZ, DAVID, HOWARDIFCE GROUP, INC.C Control
SLOAN, FRED, P.IFCE GROUP, INC.C
SLOAN, FRED, P.IFCE GROUP, INC.C Control
SLOAN, FRED, P.IFCE GROUP, INC.C
SLOAN, FRED, P.IFCE GROUP, INC.C Control
SLOAN, FRED, P.IFCE GROUP, INC.C Control
SLOAN, FRED, P.IFCE GROUP, INC.C Control

Registrations

Federal

ERA
Mar 21, 2019 REGISTERED

Address

3 DAKOTA DRIVE
SUITE 310
LAKE SUCCESS, NY 11042
United States
Phone: 516-487-8220