FCCI CONSULTING, LLC
Adviser information for FCCI CONSULTING, LLC last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $170.8M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $170.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $170.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-57352 |
|---|---|
| SEC ERA File Number | 801-57352 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111457 |
| Legal Entity Identifier | None |
Principal Office
135 PINELAWN ROADSUITE 110 SOUTH
MELVILLE
NY
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 516-765-7400, Fax: 516-765-7410
Chief Compliance Officer
STEPHEN PERRINO
PARTNER & COO
135 PINELAWN ROAD
SUITE 110 SOUTH
MELVILLE
NY
United States
Tel:
516-504-3104
Fax:
516-765-7410
S*******@**************M
(Full email address available in API data)
Industry Affiliates
| EXCELSIOR | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| EXCELSIOR GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| EXCELSIOR MANAGEMENT, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| EXCELSIOR OPPORTUNITY MANAGEMENT, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EXCELSIOR INVESTMENT FUND, LP | Hedge Fund | $65.5M | $0.5M | 52 |
| EXCELSIOR OPPORTUNITY FUND L.P. | POOLED INVESTMENT VEHICLES OPERATED AND OTHER INVESTMENTS MANAGED BY INDEPENDENT DESIGNATED MANAGERS | $50.5M | $0.5M | 89 |
| EXCELSIOR QUALIFIED, L.P. | Hedge Fund | $56.7M | $0.5M | 83 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRIEDRICH PERRINO LLC | Domestic Entity | – | HOLDING COMPANY | 03/2019 | > 75% |
| FRIEDRICH, CARL, AUGUST | Individual | – | PARTNER & CIO | 02/2014 | < 5% |
| PERRINO, STEPHEN, T | Individual | – | PARTNER / COO & CCO | 02/2009 | < 5% |
| FRIEDRICH, CARL, AUGUST | Individual | FRIEDRICH PERRINO LLC | SHAREHOLDER | 03/2019 | 50-75% |
| PERRINO, STEPHEN, T | Individual | FRIEDRICH PERRINO LLC | SHAREHOLDER | 03/2019 | 50-75% |