EXCELSIOR DYNAMIC CAPITAL
Firm details
- Headquarters
- ALLEN, Texas
- CRD number
- 329199
Firm profile
FINTRXOverview
Excelsior Dynamic Capital operates as a limited liability company focused on investment management. The firm engages in various investment activities, although specific preferences and areas of manager allocation interest have not been disclosed. It is classified as unclassified and does not serve as a capital allocator. The firm does not actively participate in ESG investing and is not structured as a multi-state adviser.
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
Contacts
1 of 1RODGER STUBBS
ManagerCRD 4654674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALLEN, TX
COLLIN
Location
ALLEN, TX
Headquartered in ALLEN, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 825 Watters Creek Blvd
- Time zone
- CT (UTC-6)
- Office locations
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