EXCOLERE EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$212M
Discretionary
$212M
100% of AUM
Avg account
$42.4M
Accounts
5
Employees
10
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
324822
Registered since
January 22, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Excolere Equity Partners, LLC is structured as an LLC and is registered with the SEC as of 2024. The firm operates as a private equity manager and serves institutional clients, focusing its advisory activities on portfolio management for pooled investment vehicles. It acts as sponsor, general partner and managing member of those pooled vehicles rather than as a traditional capital allocator. Fee arrangements include a percentage-of-assets component alongside performance-based fees and other fee types. The firm is not identified as an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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
  • Annie Choi

    Chief Financial OfficerCRD 7921479

Contacts

3 of 3
  • Anthony Miller

    Managing PartnerCRD 7812017

  • Marcelus Decoulode III

    PartnerCRD 7812027

  • PETER DAVIS

    PartnerCRD 1622208

Wealth teams

FINTRX

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth