Excolere Equity Partners, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 324822
- Registered since
- January 22, 2024
- Website
- www.excolerepartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Excolere Equity Partners, LLC is organized as a limited liability company and operates as a manager of private equity-style pooled investment vehicles. The firm positions itself as an adviser to institutional clients, delivering portfolio management for pooled funds while also serving as sponsor, general partner and managing member of those vehicles. Its fee mix includes percentage-of-assets and performance-based components. Excolere is SEC-registered (2024) and does not identify as an active ESG investor or a multi-state adviser in the provided data.
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
1 of 1Annie Choi
Chief Financial OfficerCRD 7921479
Contacts
3 of 3Anthony Miller
Managing PartnerCRD 7812017
Marcelus Decoulode Iii
PartnerCRD 7812027
Peter Davis
PartnerCRD 1622208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2121 Avenue Of The Stars
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Lendistry Capital Partners, LLC
RIALos Angeles, CA
Argyle Capital Partners, LLC
RIALos Angeles, CA
ELI Circle Capital, LP
RIALos Angeles, CA
Voyager Management, LLC
RIALos Angeles, CA
Allstreet Capital LLC
RIALos Angeles, CA
Butler Hall Capital LLC
RIALos Angeles, CA