Exos Asset Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$682K
Discretionary
$682K
100% of AUM
Avg account
$171K
Accounts
4
Employees
25
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
305706
Registered since
September 3, 2026
Custodians
ANCHORAGE DIGITAL
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles80.25%
  • HNWI19.75%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Exos Asset Management LLC is a recently formed, multi-strategy investment manager that combines hedge fund and private equity activities under a limited liability company structure. The firm is registered with the SEC in 2026 and describes its client base as both individuals/families and institutional investors. Exos operates as an active sponsor and general partner for pooled vehicles and holds broker-dealer and managing member affiliations, indicating it originates and administers its own funds in addition to providing advisory services. Its advisory scope covers discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for business or institutional clients. The firm charges a combination of percentage-of-AUM fees and performance-based fees. Exos does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • Brady Dougan

    Brady Dougan

    Founder and CEOCRD 2423049

  • Robert Basso

    Chief Administration OfficerCRD 7914460

  • Paul Greene

    Chief Financial OfficerCRD 1893122

Contacts

1 of 1
  • Dewey Tucker

    Managing DirectorCRD 4912568

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
35 W 35th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth