EXCELSIOR of MELVILLE, NY is an SEC-registered investment adviser (CRD 311850). Regulatory assets under management: $23.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Carl August Friedrich | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| PERRINO STEPHEN T | COO & CCO; SHAREHOLDER | — |
| FRIEDRICH CARL AUGUST | CIO; SHAREHOLDER | — |