EXCEED ADVISORY LLC
CRD #170403 SEC #801-79958 NEW YORK, NY 646-580-7046
SEC Registered
Total AUM
$76.7M
Discretionary
$76.7M
Employees
2
Clients
--
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $76.7M | $76.7M | $0 | 2 | 0 |
| Mar 2025 | $76.7M | $76.7M | $0 | 2 | 0 |
| Feb 2025 | $49.2M | $49.2M | $0 | 2 | 0 |
| Mar 2024 | $49.2M | $49.2M | $0 | 2 | 0 |
| Apr 2023 | $41M | $41M | $0 | 2 | 0 |
| Mar 2023 | $41M | $41M | $0 | 2 | 0 |
| Feb 2023 | $111.5M | $111.5M | $0 | 2 | 0 |
| Jan 2023 | $111.5M | $111.5M | $0 | 2 | 0 |
| Dec 2022 | $111.5M | $111.5M | $0 | 2 | 0 |
| Oct 2022 | $111.5M | $111.5M | $0 | 2 | 0 |
| Jul 2022 | $111.5M | $111.5M | $0 | 2 | 0 |
| Mar 2022 | $111.5M | $111.5M | $0 | 2 | 0 |
| Jan 2022 | $107.2M | $107.2M | $0 | 2 | 0 |
| Feb 2021 | $107.2M | $107.2M | $0 | 2 | 0 |
| Oct 2020 | $109.7M | $109.7M | $0 | 2 | 0 |
| May 2020 | $109.7M | $109.7M | $0 | 2 | 0 |
| Feb 2020 | $109.7M | $109.7M | $0 | 1 | 0 |
| Nov 2019 | $45.1M | $45.1M | $0 | 2 | 2 |
| Mar 2019 | $45.1M | $45.1M | $0 | 2 | 2 |
| May 2018 | $41M | $41M | $0 | 2 | 2 |
| Jan 2018 | $41M | $41M | $0 | 2 | 2 |
| Jul 2017 | $23.7M | $23.7M | $0 | 4 | 1 |
| Mar 2017 | $23.7M | $23.7M | $0 | 4 | 1 |
| Mar 2017 | $23.7M | $23.7M | $0 | 4 | 1 |
| Feb 2016 | $20.7M | $20.7M | $0 | 5 | 1 |
DateSep 2025
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients0
DateDec 2022
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees2
Clients2
DateMar 2019
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees2
Clients2
DateMay 2018
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees2
Clients2
DateJan 2018
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees2
Clients2
DateJul 2017
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees4
Clients1
DateFeb 2016
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees5
Clients1