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| Happy Holidays!! thanks for using AUM13F!! |
| Excelsior Investment Advisors LLC
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|---|---|
| CRD # | 311850 |
| SEC # | 801-120085 |
| CIK # | |
| AUM | $18.2 M (2025-03-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-765-7400 |
| Address | 200 Broadhollow Road Melville, NY 11747 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Excelsior Endurance Fund LP | [2021-05-05] | 4.4 | 2.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.3 |
| (b) Individuals (high net worth individuals) | 8 | 15.9 |
| (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 | 0 | 0.0 |
| (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 | 62 | 18.2 |
| By Discretionary | ||
| Discretionary | 62 | 18.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 62 | 18.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.2 | |
| Total | 62 | 18.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Carl Friedrich | 5 | ||
| Stephen Perrino | 4 | ||
| Excelsior GP LLC | 1 |
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|---|---|---|
|
ASA Asset Management LLC
✚
|
NY | 0.0 |
|
Rhizome Capital Management LLC
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0.0 | |
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0.0 | |
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Richmond Quantitative Advisors LLC
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0.0 | |
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First Global UK Limited
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0.0 | |
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Argos Global Advisors LLC
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CA | 0.0 |
|
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|
0.0 | |
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0.0 | |
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Strategic International Limited
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0.0 | |
|
Bellwood Capital Fund Advisors LLC
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0.0 |