DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
EXCELSIOR Registered adviser · RIA / Wealth · matched EXCELSIOR INVESTMENT ADVISORS, LLC · 801-120085 | MELVILLE, | $18.2M | 1 | 2020 | ||||
| Fresno, | 116 | |||||||
| Rockford, | 67 | |||||||
| EXCELSIOR, | $242M | 1 | 2012 | |||||
Lower middle market | Hong Kong, | $12.1M | 9 | 8 | 2015 | |||
| BOCA RATON, | $120M | 2012 | ||||||
| CHICAGO, | $39.4M | 3 | 2012 | |||||
| $50.0M | 1 | 1 | ||||||
| $65.5M | 52 | 2012 | ||||||
| $22.5M | 17 | 2012 | ||||||
| $15.8M | 4 | 2012 | ||||||
Excelsior Renewable Energy Management Company LP Firm · Private equity · matched Excelsior Energy Capital | · probable Middle market | Excelsior, | $1.4B | 56 | 7 | 29 | 2023 | |
| West Palm Beach, | 69 | |||||||
| $18.0M | 2023 | |||||||
| Lee, | 58 | |||||||
| Rochester, | 50 | |||||||
| ALLEN, | 2024 | |||||||
| Atlanta, | $401M | |||||||
EXCELSIOR II LLC Fund · RIA / Wealth · J.P. MORGAN INVESTMENT MANAGEMENT INC. Also on Real Estate Funds | $52.3M | 3 | 2012 | |||||
| $8.4M | 2024 | |||||||
| San Francisco, | $102M | |||||||
Excelsior II LLC Real estate fund vehicle · RE funds · J.P. Morgan Investment Management Inc. Also on RIA / Wealth Management | $52.3M | 3 | 2012 | |||||
| $56.7M | 83 | 2012 | ||||||
| $50.0M | 85 | 2012 | ||||||
| Washington, | ||||||||
| New York, | ||||||||
| $50.5M | 89 | 2013 | ||||||
| $58.2M | 95 | 2012 | ||||||
| Arlington, | 599 | |||||||
| Marshall, | 202 | |||||||
| Anaheim, | 61 | |||||||
| Evansville, | 126 | |||||||
EXCELSIOR BUYOUT PARTNERS, LLC Fund · RIA / Wealth · MERRILL LYNCH ALTERNATIVE INVESTMENTS LLC Also on Private Equity | $7.8M | 58 | 2012 | |||||
| $2.9M | 21 | 2012 | ||||||
Excelsior Ckh Co-Invest, L.P. Fund · Private equity · Excelsior Partners Limited Also on RIA / Wealth Management | $29.2M | 2013 | ||||||
Excelsior Cjc Co-Invest, L.P. Fund · Private equity · Excelsior Partners Limited Also on RIA / Wealth Management | $27.2M | |||||||
Excelsior Partners Fund VII, L.P. Fund · Private equity · NB Alternatives Advisers LLC Also on RIA / Wealth Management | $178M | 2016 | ||||||
Excelsior | $2.3M | 8 | 2021 | |||||
Excelsior Cjc 2 Co-Invest, L.P. Fund · Private equity · Excelsior Partners Limited Also on RIA / Wealth Management | $21.8M | |||||||
EXCELSIOR PARTNERS FUND III LLC Fund · RIA / Wealth · MERRILL LYNCH ALTERNATIVE INVESTMENTS LLC Also on Private Equity | $21.1M | 1 | 2012 | |||||
EXCELSIOR PRIVATE EQUITY BAIN 2007 Fund · RIA / Wealth · ICAPITAL ADVISORS, LLC Also on Private Equity | $24.6M | 128 | 2019 | |||||
EXCELSIOR 2001 PARTNERS MASTER FUND, LLC Fund · RIA / Wealth · MERRILL LYNCH ALTERNATIVE INVESTMENTS LLC Also on Private Equity | $27.2M | 104 | 2012 | |||||
EXCELSIOR PARTNERS FUND V - BUYOUT MASTER FUND, L.L.C. Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $161M | 313 | 2016 | |||||
EXCELSIOR 2021 TE VEHICLE 1, LP Fund · RIA / Wealth · EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP Also on Private Equity | $1.5M | 6 | 2021 | |||||
EXCELSIOR RENEWABLE ENERGY INTERMEDIATE FUND I LP Fund · RIA / Wealth · EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP Also on Private Equity | $752M | 30 | 2021 | |||||
| $39.5M | 20 | 2012 | ||||||
EXCELSIOR RENEWABLE ENERGY INVESTMENT FUND II LP Fund · RIA / Wealth · EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP Also on Private Equity | $688M | 36 | 2023 | |||||
| Phoenix, | 1 | |||||||
EXCELSIOR PARTNERS FUND V - VENTURE MASTER FUND, L.L.C. Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $56.5M | 303 | 2016 | |||||
EXCELSIOR PRIVATE EQUITY DIRECT, LP - BAIN CAPITAL 2007 Fund · RIA / Wealth · MERRILL LYNCH ALTERNATIVE INVESTMENTS LLC Also on Private Equity | $53.5M | 128 | 2012 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.