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CRD 138818
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| EXCELSIOR PARTNERS, LP | Hedge Fund | $22.5M | Apr 2, 2012 | 17 | Apr 2, 2012 | reported | 021-133697 |
| EXCELSIOR INVESTORS LIMITED | Hedge Fund | $15.8M | Apr 2, 2012 | 4 | Apr 2, 2012 | reported | 021-133698 |
| EXCELSIOR MASTER FUND, LP | Hedge Fund | $2.9M | Apr 2, 2012 | 21 | Apr 2, 2012 | reported | 021-133696 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LEES, EDWARD, EMERY | MANAGING PARTNER | C | yes | 08/2000 | Apr 2, 2012 | Apr 2, 2012 |
| WHITE, JAMES, A. | MANAGING PARTNER | C | yes | 08/2000 | Apr 2, 2012 | Apr 2, 2012 |
| BEHM, MARVIN, G | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | Na | no | 04/2003 | Apr 2, 2012 | Apr 2, 2012 |
| JORDAN, D, ROBERT | Partner | B | no | 08/2000 | Apr 2, 2012 | Apr 2, 2012 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Dallas | TX | United States | n/a | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2011 | Apr 2, 2012 | $39.4M | $39.4M | n/a | n/a | n/a | 3 | $41.3M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2011 | $39.4M | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |