DFX Intelligence
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Firms / E•••••••• R•••••••• E••••• M••••••••• C•••••• L•
E•••••••• R•••••••• E••••• M••••••••• C•••••• L•
Private equity with venture activity · probableE••••••••, MNe•••••••••.comSEC registered investment adviser
••• Locked
registered adviser; venture funds are 0% of 2 private funds
Importance
37
elevated
Active deployment
4
low
Emerging
0
low
Completeness
69
high
Freshness
98
high
Research priority
7
low
Identity and regulatory footprint
- Headquarters
- E••••••••, MNadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- e•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- May 9, 2024
- Private funds reported
- 2 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $1.4Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.4Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 20
- Owners on Schedule A
- E•••••••• E••••• C•••••• G• L•• (General Partner), F; E•••••••• E••••• C•••••• L• (Managing Member), E; E•••••••• J• C••••••• L•• (General Partner), E
- business email
- info@excelsiorcapital.comexcelsiorcapital.compublished by the subject
- business phone
- 330-620-1478adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
- Sectors
- climate, energy
- Stages
- not stated or not yet read
- Geography
- minnesota, new york, north america, texas, utah, washington, d.c
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| E•• M••• I••••••••• H••••••• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Mature | $12.9M Mar 31, 2023 | 2 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
27 current, 0 departed
K••• W••••
AnalystAnalyst
M•••••• H•••••••••
AnalystAnalyst
H•••• S•••••••••
AssociateAssociate
J••• M•••••
AssociateAssociate
N•••••• A•••••••
AssociateAssociate
A••• E••••
General partnerCo-Founder and Partner
A••• M•••• D•••••
General partnerCo-Founder and Partner
R••• F•••••
General partnerCo-Founder and Partner
C••••••••• M••••••
Managing partnerCo-Founder and Managing Partner
J••••• J••••
OtherFund Counsel
A•••••••• E•••• I••
PartnerExecutive Officer · since Sep 1, 2017
C•••• F•••••
PartnerPartner
C••••••••• J••• M••••••
PartnerLimited Partner · since Sep 1, 2017
R••• D•••••••• F•••••
PartnerExecutive Officer · since Sep 1, 2017
A••• M•••• D•••••
Platform and operationsCco/Executive Officer · since Sep 1, 2017
I••••••• R••••••••
Platform and operationsPortfolio Operations
K•• A•••••
Platform and operationsController
M••• L•••
Platform and operationsChief Financial Officer
N••••• S••••
Platform and operationsGeneral Counsel
T•••• Z••••••
Platform and operationsAccounting Manager
A••• W••••
PrincipalDirector, Investments
A••••• F••••••
PrincipalDirector, Investments
D•• B•••
PrincipalSenior Director, Construction Management and Project Execution
D•• R••••••••
PrincipalSenior Director of Asset Management
G••• W••••••
PrincipalSenior Director,
S•••• D• V••••
PrincipalAssociate Director
M•••••• D•••
Vice presidentSenior Associate
Investments on record
1 edges, 1 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| A•••• D••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
2 dated events
- Mar 25, 2020E•• M••• I••••••••• H••••••• L•• first reported on Form ADV by E•••••••• R•••••••• E••••• M••••••••• C•••••• L• (Private Equity Fund), GAV $7,117,000Fund first reported on Form ADVFundsFactE•• M••• I••••••••• H••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 7, 2017E•••••••• R•••••••• E••••• M••••••••• C•••••• L• first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 2 private funds
Evidence
39 observations from 2 sources