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EXCOLERE EQUITY PARTNERS, LLC

LOS ANGELES, CA · CRD 324822 · IAPD ↗ · excolerepartners.com · 310-424-4700

$212.2MRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2025 — EXCOLERE EQUITY PARTNERS, LLC reported RAUM up 32% ($190.0M -> $251.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
March 2025 — EXCOLERE EQUITY PARTNERS, LLC moved its main office from SANTA MONICA, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
30
October 2024 — EXCOLERE EQUITY PARTNERS, LLC moved its main office from LOS ANGELES, CA to SANTA MONICA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
80
February 2024 — EXCOLERE EQUITY PARTNERS, LLC (LOS ANGELES, CA) is newly SEC-registered with $190.0M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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