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EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

EXCELSIOR, MN · CRD 289890 · IAPD ↗ · excelsiorcapital.com · 330-620-1478

$1.51BRegulatory AUM
12Advisory reps
25Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP crossed $1B in regulatory AUM ($667.0M -> $1.31B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.