SourcingSourcing

EXCOLERE EQUITY PARTNERS, LLC

B57
CRD 324822·SEC 801-129408·LOS ANGELES, CA
AUM
$212.2M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$636K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EXCOLERE EQUITY PARTNERS, LLC
CRD
324822
SEC file #
801-129408
EIN
000000000
DBA names
—

Economics

AUM
$212.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$251.6M → $212.2M▼ -16%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EXCOLERE MANAGEMENT HOLDINGS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
EXCOLERE MANAGEMENT HOLDINGS, LP
Choi, Annie, J
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
EXCOLEREPARTNERS.COM
Rdap Domain Creation Date
2019-09-04T23:13:13Z
Rdap Firm Age Years
7
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
0002029848
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2024-07-11
Edgar Last Filing Date
2026-03-20
Edgar Form D Count
3
Edgar Form D Offerings
2026-03-202026-03-20 · 0000905148-26-001407
2025-03-202025-03-20 · 0002029848-25-000001

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
Jpmorgan10
E*trade4
Edgar Addresses
Mailing
2029 CENTURY PARK EASTSUITE 400NLOS ANGELES, CA 90067
Business
2029 CENTURY PARK EASTSUITE 400NLOS ANGELES, CA 90067
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-20 · 0000905148-26-001407
D/A2025-03-20 · 0002029848-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-04T23:13:13Z
Rdap Domain Last Changed
2025-09-05T17:17:16Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
Choi, Annie, J
Executive Officer · 2.5%
7921479
DAVIS, PETER, CHAMBERLIN
Executive Officer · 2.5%
1622208
Decoulode III, Marcelus, Anthony
Executive Officer · 2.5%
7812027
Miller, Anthony, Wilder
Executive Officer · 2.5%
7812017