Excellere Partners

Overview

Excellere Partners is a privately held limited liability company that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2007) and is owned by an individual. Its business model centers on acting as sponsor/GP and managing member of pooled funds, with portfolio management responsibility for those vehicles rather than providing broad retail wealth-advisory services. Fee arrangements include a percentage-of-AUM component as well as performance-based fees and other fee structures. The firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives