EXCELLERE PARTNERS

Overview

Excellere Partners is a privately held limited liability company that operates as a private equity fund manager and sponsor. Founded as an SEC-registered adviser in 2007, the firm focuses on managing pooled investment vehicles for institutional clients. Its principal activity is acting as sponsor, general partner and managing member of private funds, positioning the firm to originate, structure and control investments rather than acting as a pure allocator. Investment activity centers on private equity strategies, with the firm structuring and operating closed-end funds and related pooled vehicles. Excellere Partners charges both a percentage-of-assets management fee and performance-based fees, and it lists additional unspecified fee elements. The firm identifies as an active ESG investor, indicating ESG considerations are incorporated into at least some stages of deal sourcing, diligence and ongoing portfolio oversight. With a small, concentrated client base and fund-level ownership by outside investors, the firm tilts toward customized private capital relationships rather than broad retail distribution.

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