XCELLERANT VENTURES, LLC

RIASEC RegisteredEst. 2025
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$13M
Accounts
2
Employees
9
Advisory reps
4

Firm details

Headquarters
Scottsdale, Arizona
CRD number
319671
Registered since
June 5, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.96%
  • Investment Companies2.04%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Xcellerant Ventures, LLC operates as a private equity manager that provides portfolio management for investment companies and pooled investment vehicles. The firm is structured as a limited liability company, registered with the SEC in 2025, and serves an institutional client base. Its business model centers on managing a single private equity vehicle and acting in sponsor/GP and managing-member roles for pooled vehicles rather than operating as a broad capital allocator. Fee arrangements combine a percentage of AUM with performance-based fees, consistent with private equity compensation structures. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Douglas Sylvester

    General PartnerCRD 8080631

  • Michael Shufeldt

    General PartnerCRD 8080633

  • Chris Yoo

    General PartnerCRD 8080629

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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

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
14818 N 74th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth