DFX Intelligence

Data Factory

RIA / WealthPrivate fundprivate equity fund3(c)(7)

EXCELLERE CAPITAL FUND IV, L.P.

advised by EXCELLERE PARTNERS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c8f1e32-db15-e07c-8d6b-4de6123d0489

Data as of Aug 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 30, 2022 to Aug 27, 2024
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Excellere Capital Fund IV, L.P.

Private equity fund · cited, shared adv fund id

Allocatorsidentity

Excellere Capital Fund IV, L.P.

Vehicle with allocator commitments · cited, shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: EXCELLERE PARTNERSCRD 142904
Fund type: Private Equity Fund
Latest reported GAV: $930Mgross asset value on Schedule D 7.B(1), as of 2024-08-27; never fund size
Peak reported GAV: $1.1B
Beneficial owners: 47
Minimum investment: $10.0M
Owned by the adviser: 300%
Owned by funds of funds: 3100%
Owned by non-US persons: 3400%
Clients solicited: no
Form D file number: 021-401749an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 30, 2022
Last reported: Aug 27, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-7412105658

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Aug 27, 2024	$930M	47	$10.0M	300.0%	yes	EXCELLERE CAPITAL FUND IV, L.P.
Mar 28, 2024	$930M	47	$10.0M	300.0%	yes	EXCELLERE CAPITAL FUND IV, L.P.
Mar 31, 2023	$962M	47	$10.0M	300.0%	yes	EXCELLERE CAPITAL FUND IV, L.P.
Mar 30, 2022	$1.1B	47	$10.0M	300.0%	yes	EXCELLERE CAPITAL FUND IV, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
Keybank	KEYBANK NATIONAL ASSOCIATION	Cleveland	Ohio	United States	no	n/a

Relationships

Advises (1)

← EXCELLERE PARTNERSRegistered adviserPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c8f1e32-db15-e07c-8d6b-4de6123d0489
First observed: Mar 30, 2022
Last observed: Aug 27, 2024 25 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EXCELLERE CAPITAL FUND IV, L.P.

advised by EXCELLERE PARTNERS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c8f1e32-db15-e07c-8d6b-4de6123d0489

Data as of Aug 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Aug 27, 2024

$930M

$10.0M

300.0%

yes

EXCELLERE CAPITAL FUND IV, L.P.

Mar 28, 2024

$930M

$10.0M

300.0%

yes

EXCELLERE CAPITAL FUND IV, L.P.

Mar 31, 2023

$962M

$10.0M

300.0%

yes

EXCELLERE CAPITAL FUND IV, L.P.

Mar 30, 2022

$1.1B

$10.0M

300.0%

yes

EXCELLERE CAPITAL FUND IV, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

Keybank

KEYBANK NATIONAL ASSOCIATION

Cleveland

Ohio

United States

n/a