# EXCLUSIVE RESOURCE MANAGEMENT LLC

EXCLUSIVE RESOURCE MANAGEMENT LLC of LATHAM, NY is an SEC-registered investment adviser.

## Registration

- CRD: 321076
- Type: SEC-registered investment adviser
- SEC file number: 801-130618
- Location: 623 NEW LOUDON ROAD, LATHAM, NY, 12110
- Phone: 518-786-3534
- Latest filing: 2026-03-12
- Regulatory AUM: $71.1M
- Discretionary AUM: $71.1M
- Clients: 2
- Accounts: 285

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Paul Monthie | MANAGING DIRECTOR | — |
| Phillip Joseph Monthie | CHIEF COMPLIANCE OFFICER | — |
| MONTHIE STEPHEN PAUL | MANAGING DIRECTOR | — |
| MONTHIE PHILLIP JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321076/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321076/similar
- Related entities: https://search.stillhousedata.com/firm/321076/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321076

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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.