EXCELL TECHNOLOGY VENTURES
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 317790
- Registered since
- December 14, 2021
- Website
- excellny.com
Firm profile
FINTRXOverview
Excell Technology Ventures is a privately held corporation that registered as an SEC adviser in 2021 and appears to operate primarily as a private fund manager rather than a traditional RIA serving retail advisory clients. The firm's regulatory profile and fund list point to a focus on venture capital activity: it sponsors limited partnership vehicles (explicitly noted as a sponsor of LPs excluding pooled investment vehicles) and advises multiple private funds. The adviser is not identified as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser roles. The scale and structure of the business suggest a boutique manager concentrating on venture-style, longer-horizon investments. Its corporate classification is unclassified and ownership is recorded as domestic entity | individual, indicating a compact ownership group rather than a broad institutional parent.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2THERESA MAZZULLO
CEOCRD 5109063
Yoram Katz
COOCRD 7475688
Contacts
1 of 1ZHENJIA LI
Director of Investment & FinanceCRD 3052527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCHESTER, NY
MONROE
Location
ROCHESTER, NY
Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 3300 Monroe Ave
- Time zone
- ET (UTC-5)
- Office locations
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