EXCOLERE EQUITY PARTNERS, LLC
Adviser information for EXCOLERE EQUITY PARTNERS, LLC last updated from Form ADV on January 19th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 7 |
| 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 | 3 | $190.0M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $190.0M |
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 | 3 | $190.0M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesMONITORING FEES |
Identifiers
| SEC RIA File Number | 801-129408 |
|---|---|
| SEC ERA File Number | 801-129408 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324822 |
| Legal Entity Identifier | None |
Principal Office
2029 CENTURY PARK ESUITE 400N
LOS ANGELES
CA
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 310-867-2758, Fax: None
Chief Compliance Officer
PETER C. DAVIS
PARTNER
2029 CENTURY PARK E.
SUITE 400N
LOS ANGELES
CA
United States
Tel:
310-867-2758
P***@*******************M
(Full email address available in API data)
Regulatory Contact
TONY MILLER
MANAGING PARTNER
2029 CENTURY PARK E.
SUITE 400N
LOS ANGELES
CA
United States
Tel:
310-8672758
T***@*******************M
(Full email address available in API data)
Industry Affiliates
| EEP-EPS FUND (GP), LLC | Sponsor, GP, manager of pooled investment vehicles |
| EXCOLERE EQUITY PARTNERS FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EEP-EPS FUND I-A, LP | Private Equity Fund | $60.0M | $1.0M | 17 |
| EEP-EPS FUND I, LP | Private Equity Fund | $25.0M | $1.0M | 3 |
| EXCOLERE EQUITY PARTNERS FUND I, LP | Private Equity Fund | $23.6M | $5.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Miller, Anthony, Wilder | Individual | – | MANAGING PARTNER, MANAGING MEMBER | 07/2022 | 50-75% |
| Decoulode III, Marcelus, Anthony | Individual | – | PARTNER | 07/2022 | 25-50% |
| DAVIS, PETER, CHAMBERLIN | Individual | – | PARTNER, CHIEF COMPLIANCE OFFICER | 07/2022 | 25-50% |