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EXCELLERE PARTNERS

EXCELLERE CAPITAL MANAGEMENT LLC

CRD 142904 · SEC 801-67454

Visit website

3033 EAST FIRST AVENUE, SUITE 700, DENVER, CO, 80206, United States

Phone

303-765-2400

Fax

303-765-2411

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.26B

Discretionary AUM

$2.26B

Team

26 total employees; 22 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; TRANSACTION, MONITORING, CLOSING, ACQUISITION FEES

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles5$2.26B

States served

CO

All web addresses on file

Official SEC filing: View on IAPD