Excolere Equity Partners, LLC

Overview

Excolere Equity Partners, LLC is a privately held investment advisor organized as an LLC and registered with the SEC in 2024. The firm operates as a private equity fund manager that serves institutional clients and focuses on managing pooled investment vehicles. Its business model includes acting as sponsor, general partner and managing member of those vehicles, and its advisory services are concentrated on portfolio management for funds rather than direct retail wealth management. Excolere charges a mix of percentage-of-assets and performance-based fees (with other fee elements noted) and does not position itself as an ESG-focused allocator. The adviser is neither a multi-state adviser nor a pension consultant.

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Location & Offices