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BAYWORTH CAPITAL
XCEED CAPITAL MANAGEMENT, LLC
CRD 284360
875 N MICHIGAN AVENUE, SUITE 3100, CHICAGO, IL, 60611, United States
Phone
(312) 788-7425
Fax
(312) 377-1414
Registration
— (—)
Source
State registered
Total AUM
$90.6M
Discretionary AUM
$89.7M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $60.0M |
| High net worth individuals | 51 | $28.2M |
| Pension/profit sharing plans | 3 | $2.3M |
| Charitable organizations | 1 | $88K |
All web addresses on file
Official SEC filing: View on IAPD