# EXCELSIOR

EXCELSIOR of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 311850
- Type: SEC-registered investment adviser
- SEC file number: 801-120085
- Location: 200 BROADHOLLOW ROAD, MELVILLE, NY, 11747
- Phone: 516-765-7400
- Latest filing: 2026-02-24
- Regulatory AUM: $23.9M
- Discretionary AUM: $23.9M
- Clients: 1
- Accounts: 81

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Carl August Friedrich | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| PERRINO STEPHEN T | COO & CCO; SHAREHOLDER | — |
| FRIEDRICH CARL AUGUST | CIO; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311850/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311850/similar
- Related entities: https://search.stillhousedata.com/firm/311850/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311850

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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.