SourcingSourcing

EXCORDE CAPITAL LLC

C31
CRD 337589·SEC 801-135136·CONSHOHOCKEN, PA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EXCORDE CAPITAL LLC
CRD
337589
SEC file #
801-135136
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
23
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
—
Primary office
CONSHOHOCKEN PA
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EXCORDE CAPITAL MANAGER
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
EXCORDE CAPITAL MANAGER
Byrne, Joseph, Francis
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
EXCORDECAPITAL.COM
Rdap Domain Creation Date
2024-09-24T21:50:39Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-24T21:50:39Z
Rdap Domain Last Changed
2024-09-24T21:50:39Z
Rdap Nameservers
Dns1.p05.nsone.netDns2.p05.nsone.netDns3.p05.nsone.netDns4.p05.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
Byrne, Joseph, Francis
Executive Officer · 2.5%
8200323
FITZGERALD, EDWARD, JOSEPH
Executive Officer · 2.5%
6031538
LIU, DIANA, C
Executive Officer · 2.5%
6022927
Markley, Brian, George
Executive Officer · 2.5%
8200322
PHILLIPS, LAUREL, JOETTE
Executive Officer · 2.5%
8200321