EXCOMP ASSET MANAGEMENT LTD

CRD 110434File 801-43057

APPROVED

Retail clients

Custody

Filing as of Apr 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$140.2M

Bottom 25% of cohort (national)

Discretionary AUM

$140.2M

Clients

146

146 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Jan 12, 1993
Principal office: 425 BROADHOLLOW RD, SUITE 318, MELVILLE, NY, 11747
Phone: (631)465-9670
Website: HTTP://WWW.EXCOMPAM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $140.2M
Discretionary AUM: $140.2M
Non-discretionary AUM: $0
Discretionary accounts: 146
Non-discretionary accounts: 0
Total accounts: 146
AUM per client: $960K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	36	$76.4M
Pension and profit sharing plans	9	$13.8M
Individuals (other than high net worth individuals)	101	$50.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.