EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

RIASEC RegisteredEst. 2021
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$753M
Accounts
2
Employees
25
Advisory reps
5

Firm details

Headquarters
EXCELSIOR, Minnesota
CRD number
289890
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Excelsior Renewable Energy Management Company LP is a limited partnership that operates as a private equity manager focused on pooled investment vehicles, primarily in the renewable energy space implied by its name. The firm acts as sponsor, general partner and managing member of its funds, running portfolio management for pooled vehicles rather than functioning primarily as an allocator to broad third‑party managers. Its client base is institutional and concentrated, and fee arrangements combine a percentage of assets under management with performance‑based compensation. The firm is registered with the SEC (registered in 2021) and is structured to originate and manage private funds. While its mandate centers on private equity strategies tied to energy infrastructure and related projects, regulatory reporting flags it as not an active ESG investor despite the renewable focus. Excelsior uses the GP/sponsor role to source, structure and manage investments through its private funds and related pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mike Lang

    Chief Financial OfficerCRD 8068010

Contacts

3 of 4
  • CHRISTOPHER MOAKLEY

    Co-Founder and Managing PartnerCRD 2167257

  • ANNE DENMAN

    Co-Founder and PartnerCRD 6854017

  • Ryan Fegley

    PartnerCRD 6854112

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EXCELSIOR, MN

HENNEPIN

Location

EXCELSIOR, MN

Headquartered in EXCELSIOR, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
21960 Minnetonka Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth