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RIA / WealthPrivate fundprivate equity fund3(c)(7)fund of funds

NB INSTITUTIONAL INVESTORS LLC

advised by NB ALTERNATIVES ADVISERS LLC

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:be829099-7d64-6882-f53d-e21a0c8a5f8c

Data as of Oct 2, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2016 to Oct 2, 2024
26 observations

Across DFX

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

Private Equityidentity

Excelsior Institutional Investors, L.L.C.

Private equity fund · shared adv fund id

Facts

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

Adviser: NB ALTERNATIVES ADVISERS LLCCRD 149822
Fund type: Private Equity Fund
Latest reported GAV: $0gross asset value on Schedule D 7.B(1), as of 2024-10-02; never fund size
Peak reported GAV: $82.2M
Beneficial owners: 2
Minimum investment: $1.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 9900%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 30, 2016
Last reported: Oct 2, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 26
Fund id: 805-3182438803

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
Oct 2, 2024	$0	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Apr 5, 2024	$0	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Mar 28, 2024	$0	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Dec 6, 2023	$0	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Mar 31, 2023	$0	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Jun 29, 2022	$21.8M	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Mar 31, 2022	$21.8M	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Jun 11, 2021	$21.0M	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Mar 31, 2021	$21.0M	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Dec 17, 2020	$29.8M	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Mar 30, 2020	$29.8M	2	$1.0M	0.0%	yes	NB INSTITUTIONAL INVESTORS LLC
Nov 25, 2019	$68.7M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Mar 29, 2019	$68.7M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Feb 20, 2019	$55.4M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Dec 17, 2018	$55.4M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Nov 14, 2018	$55.4M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Jul 27, 2018	$55.4M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Mar 29, 2018	$55.4M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Dec 8, 2017	$65.6M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Mar 31, 2017	$65.6M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Oct 20, 2016	$82.2M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Oct 20, 2016	$82.2M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Jun 29, 2016	$82.2M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Jun 9, 2016	$82.2M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Apr 15, 2016	$82.2M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.
Mar 30, 2016	$82.2M	2	$1.0M	0.0%	yes	EXCELSIOR INSTITUTIONAL INVESTORS, L.L.C.

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
UMB FUND SERVICES	UMB FUND SERVICES	Milwaukee	Wisconsin	United States	no	n/a

Relationships

Advises (1)

← NB ALTERNATIVES ADVISERS LLCRegistered adviserPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be829099-7d64-6882-f53d-e21a0c8a5f8c
First observed: Mar 30, 2016
Last observed: Oct 2, 2024 23 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.

NB INSTITUTIONAL INVESTORS LLC

advised by NB ALTERNATIVES ADVISERS LLC

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:be829099-7d64-6882-f53d-e21a0c8a5f8c

Data as of Oct 2, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Oct 2, 2024

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Apr 5, 2024

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Mar 28, 2024

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Dec 6, 2023

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Mar 31, 2023

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Jun 29, 2022

$21.8M

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Mar 31, 2022

$21.8M

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Jun 11, 2021

$21.0M

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Mar 31, 2021

$21.0M

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Dec 17, 2020

$29.8M

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Mar 30, 2020

$29.8M

$1.0M

0.0%

yes

NB INSTITUTIONAL INVESTORS LLC

Nov 25, 2019

$68.7M

$1.0M

0.0%

yes