EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
Adviser information for EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $1.3B |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $1.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $1.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 15 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121947 |
|---|---|
| SEC ERA File Number | 801-121947 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289890 |
| Legal Entity Identifier | None |
Principal Office
21960 MINNETONKA BLVD, SUITE 210EXCELSIOR
MN
United States
Monday - Friday, 8:00 A.M. TO 5 P.M.
Tel: 330-620-1478, Fax: None
Chief Compliance Officer
ANNE MARIE DENMAN
21960 MINNETONKA BLVD
SUITE 210
EXCELSIOR
MN
United States
Tel:
330-620-1478
A******@*******************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER MOAKLEY
EXECUTIVE OFFICER
21960 MINNETONKA BLVD
SUITE 210
EXCELSIOR
MN
United States
Tel:
617-834-3899
C*******@*******************M
(Full email address available in API data)
Industry Affiliates
| EXCELSIOR RENEWABLE ENERGY INVESTMENT FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EXCELSIOR RENEWABLE ENERGY INVESTMENT FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EXCELSIOR RENEWABLE ENERGY INTERMEDIATE FUND I LP | Private Equity Fund | $734.3M | $10.0M | 30 |
| EXCELSIOR RENEWABLE ENERGY INVESTMENT FUND II LP | Private Equity Fund | $16.4M | $10.0M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EXCELSIOR JV COMPANY, LLC | Domestic Entity | – | GENERAL PARTNER | 09/2017 | > 75% |
| MOAKLEY, CHRISTOPHER, JOHN | Individual | – | EXECUTIVE OFFICER | 09/2017 | < 5% |
| DENMAN, ANNE, MARIE | Individual | – | CCO/EXECUTIVE OFFICER | 09/2017 | < 5% |
| ELLIS, ALEXANDER, NMN | Individual | – | EXECUTIVE OFFICER | 09/2017 | < 5% |
| EXCELSIOR ENERGY CAPITAL LP | Domestic Entity | EXCELSIOR JV COMPANY, LLC | MANAGING MEMBER | 09/2017 | > 75% |
| MOAKLEY, CHRISTOPHER, JOHN | Individual | EXCELSIOR ENERGY CAPITAL LP | LIMITED PARTNER | 09/2017 | 25-50% |
| EXCELSIOR ENERGY CAPITAL GP LLC | Domestic Entity | EXCELSIOR ENERGY CAPITAL LP | GENERAL PARTNER | 09/2017 | |
| Fegley, Ryan, Desroches | Individual | – | EXECUTIVE OFFICER | 09/2017 | < 5% |