Exos Asset Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 305706
- Registered since
- September 3, 2026
- Website
- www.teamexos.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3
Brady Dougan
Founder and CEOCRD 2423049
Robert Basso
Chief Administration OfficerCRD 7914460
Paul Greene
Chief Financial OfficerCRD 1893122
Contacts
1 of 1Dewey Tucker
Managing DirectorCRD 4912568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Alpha Inertia Capital
RIANew York, NY
Lions Financial Advisory
RIANew York, NY
Intentional Asset Management
RIANew York, NY
Ascent Systematic Advisors LLC
RIANew York, NY
Hyperion Wealth Management LLC
RIANew York, NY
Aces Advisors
RIANew York, NY