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FCCI Consulting LLC
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CRD # | 111457 |
SEC # | 801-57352 |
CIK # | |
AUM | $174.8 MM (2023-03-30) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 516-765-7400 |
Address | 135 Pinelawn Road Melville, NY 11747 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Excelsior Opportunity Fund LP | [2013-03-21] | 139.8 | 54.2 |
HF | Excelsior Discovery LP | 2012-03-23 | 50.8 | |
HF | Excelsior Investment Fund LP | 2012-03-23 | 66.7 | |
HF | Excelsior Qualified LP | 2012-03-23 | 57.2 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(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 | 3 | 174.8 |
(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 | 3 | 174.8 |
By Discretionary | ||
Discretionary | 3 | 174.8 |
Non-Discretionary | 0 | 0.0 |
Total | 3 | 174.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 174.8 | |
Total | 3 | 174.8 |
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Seven Canyons Advisors LLC
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|
UT | 0.2 |
Mountain Pacific Advisors LLC
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WA | 0.2 |
Alegria Energy LLC
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Revere Capital Management LP
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TX | 0.2 |
Grizzlyrock Capital LLC
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IL | 0.2 |
Eschaton Opportunities Fund Management LP
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|
FL | 0.2 |
VIS Advisors LP
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NY | 0.2 |
Astra Asset Management UK Limited
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|
0.2 | |
Paragon JV Partners LLC
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|
TX | 0.2 |
Calvion Capital Management LP
✚
|
NY | 0.2 |