# EXCEED ADVISORY LLC EXCEED ADVISORY LLC is a RIA. ## Overview - **Organization type:** RIA - **Assets under management:** Undisclosed - **LinkedIn:** https://www.linkedin.com/company/exceed-investments-llc ## Regulatory record - **CRD number:** 170403 - **SEC file number:** 801-79958 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170403 ## About EXCEED ADVISORY LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2014. The firm manages approximately $119 million in regulatory assets. It has 3 employees and 2 investment advisers. ## Questions ### Who runs investment decisions at EXCEED ADVISORY LLC? No named principals are publicly associated with EXCEED ADVISORY LLC. The firm has not disclosed a CIO, CEO, or managing director, and no professionals list the entity on business networks. Investment decision-making authority rests with an undisclosed principal or principals whose identity is not a matter of public record. ### Does EXCEED ADVISORY LLC take outside capital? No. As a SEC-registered investment adviser, EXCEED ADVISORY LLC manages capital exclusively for a single family and does not hold itself out to the public as an investment adviser. It has no known fund vehicles, co-investment platforms, or outside limited partners. ### What investment strategy does EXCEED ADVISORY LLC pursue? The office has made no public disclosures about its asset allocation, sector focus, or investment stage preferences. No direct investments, fund commitments, or co-investment relationships are identifiable in the public record. The strategy is entirely opaque to external observers. ## Related profiles - [Excelsior Renewable Energy Management](https://altss.com/profile/excelsior-renewable-energy-management-company-lp) --- Last updated: 2026-08-14T12:30:00.000Z Canonical page: https://altss.com/profile/exceed-advisory-llc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology