Excorde Capital LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 337589
- Registered since
- August 14, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Excorde Capital LLC is a newly formed limited liability company that registered with the SEC in 2026 and identifies as owned by a domestic entity and an individual. The firm is set up to provide portfolio management for pooled investment vehicles rather than direct, individualized advisory services. It does not position itself as a capital allocator, is not a pension consultant, and is not designated as a multi-state adviser or an active ESG investor. The firm intends to charge clients via a percentage-of-AUM fee schedule and may also assess performance-based fees, consistent with structures commonly used for private funds or pooled vehicles. Classification in the available data is unclassified, and no client base details were reported.
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
3 of 4Edward Fitzgerald
CEO and FounderCRD 6031538
Brian Markley
Chief Administrative OfficerCRD 8200322
Joseph Byrne
Chief Operating OfficerCRD 8200323
Contacts
1 of 1
Diana Liu
DirectorCRD 6022927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 300 Conshohocken State Rd
- Time zone
- ET (UTC-5)
- Office locations
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