# EXCELSIOR OPPORTUNITY ADVISORS LLC

EXCELSIOR OPPORTUNITY ADVISORS LLC of LAKE SUCCESS, NY is an SEC exempt reporting adviser.

## Registration

- CRD: 163123
- Type: SEC exempt reporting adviser
- SEC file number: 802-76572
- Location: 3 DAKOTA DRIVE, SUITE 310, LAKE SUCCESS, NY, 11042
- Phone: 516-487-8220
- Latest filing: 2019-03-21

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [SCHWARTZ DAVID HOWARD](https://search.stillhousedata.com/person/750417) | MANAGING MEMBER; SHAREHOLDER | — |
| [SLOAN FRED P](https://search.stillhousedata.com/person/774544) | MANAGING MEMBER; SHAREHOLDER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| EXCELSIOR OPPORTUNITY FUND L.P. | Other Private Fund | — | 95 | $58.2M | $500K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163123/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163123/similar
- Related entities: https://search.stillhousedata.com/firm/163123/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163123

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.