SourcingSourcing

XCELLERANT VENTURES, LLC

C49
CRD 319671·SEC 801-132934·SCOTTSDALE, AZ
AUM
$26.0M
$25M-$100M
Est. Revenue
$260K
@ 1% on AUM
Est. EBITDA
$78K
@ 30% margin
Est. Deal Value
$625K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
XCELLERANT VENTURES, LLC
CRD
319671
SEC file #
801-132934
EIN
881200782
DBA names
—

Economics

AUM
$26.0M
AUM band
$25M-$100M
AUM trajectory
'25'26
$25.6M → $26.0M▲ +2%
Client mix
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
xcellerantventures.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JJS INVESTMENTS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
JJS INVESTMENTS INC.
SHUFELDT, JOHN, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
XCELLERANTVENTURES.COM
Rdap Domain Creation Date
2020-09-12T14:03:12Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001936683
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-07-22
Edgar Last Filing Date
2022-07-22
Edgar Form D Count
1
Edgar Form D Offerings
2022-07-222022-07-22 · 0001936683-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
14818 N. 74TH STREETSCOTTSDALE, AZ 85260
Business
14818 N. 74TH STREETSCOTTSDALE, AZ 85260
Edgar EIN
881200782
Edgar Recent Filings
D2022-07-22 · 0001936683-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-09-12T14:03:12Z
Rdap Domain Last Changed
2025-09-13T11:03:20Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
SHUFELDT, JOHN, JOSEPH
Executive Officer · 2.5%
8080628
Shufeldt, Michael, Anthony
Executive Officer · 2.5%
8080633
Sylvester, Douglas, John
Executive Officer · 2.5%
8080631
Yoo, Chris, James
Executive Officer · 2.5%
8080629