EXCELSIOR INVESTMENT ADVISORS, LLC
Legal name: EXCELSIOR
CRD #311850 SEC #801-120085 MELVILLE, NY 516-765-7400
SEC Registered
Total AUM
$18.2M
Discretionary
$18.2M
Employees
1
Clients
10
Accounts
62
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| FRIEDRICH, CARL, AUGUST | I | CIO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| PERRINO, STEPHEN, T | I | COO & CCO | NA | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH PERRINO LLC | DE | HOLDING COMPANY | E | Control |
| FRIEDRICH, CARL, AUGUST | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRIEDRICH, CARL, AUGUST | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRIEDRICH, CARL, AUGUST | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRIEDRICH, CARL, AUGUST | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRIEDRICH, CARL, AUGUST | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| FRIEDRICH, CARL, AUGUST | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
| PERRINO, STEPHEN, T | I | FRIEDRICH PERRINO LLC | D | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (1)
NY
Address
200 BROADHOLLOW ROADSUITE 207
MELVILLE, NY 11747
United States
Phone: 516-765-7400