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| Excelsior Investment Advisors LLC
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| |
|---|---|
| CRD # | 311850 |
| SEC # | 801-120085 |
| CIK # | |
| AUM | $15.2 MM (2024-06-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 516-765-7400 |
| Address | 135 Pinelawn Road, Melville, NY 11747 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Excelsior Endurance Fund LP | [2021-05-05] | 4.4 | 2.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.6 |
| (b) Individuals (high net worth individuals) | 6 | 11.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 15.2 |
| By Discretionary | ||
| Discretionary | 57 | 14.9 |
| Non-Discretionary | 2 | 0.3 |
| Total | 59 | 15.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.2 | |
| Total | 59 | 15.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Carl Friedrich | 5 | ||
| Stephen Perrino | 4 | ||
| Excelsior GP LLC | 1 |
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|---|---|---|
|
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0.0 | |
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16Rock Asset Management LLC
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HDI Capital LLC
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0.0 |