EXCOLERE EQUITY PARTNERS, LLC
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
FINTRXOverview
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
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
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