RIA Intelligence

EXCELSIOR CAPITAL MANAGEMENT, LLC

CRD #138818 SEC #801-65293 CHICAGO, IL 312-782-7855
SEC Registered Private Funds
Total AUM
$39.4M
Discretionary
$39.4M
Employees
1
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 2, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BEHM, MARVIN, GIDIRECTOR & CHIEF COMPLIANCE OFFICERNA
BEHM, MARVIN, GICHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICERNA
BEHM, MARVIN, GIDIRECTOR & CHIEF COMPLIANCE OFFICERNA
BEHM, MARVIN, GIDIRECTOR & CHIEF COMPLIANCE OFFICERNA
BEHM, MARVIN, GICHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICERNA
BEHM, MARVIN, GICHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICERNA
LEES, EDWARD, EMERYIMANAGING PARTNERC Control
LEES, EDWARD, EMERYIMANAGING PARTNERC Control
LEES, EDWARD, EMERYIMANAGING PARTNERC Control
LEES, EDWARD, EMERYIMANAGING PARTNERC Control
LEES, EDWARD, EMERYIMANAGING PARTNERC Control
LEES, EDWARD, EMERYIMANAGING PARTNERC Control
WHITE, JAMES, A.IMANAGING PARTNERC Control
WHITE, JAMES, A.IMANAGING PARTNERC Control
WHITE, JAMES, A.IMANAGING PARTNERC Control
WHITE, JAMES, A.IMANAGING PARTNERC Control
WHITE, JAMES, A.IMANAGING PARTNERC Control
WHITE, JAMES, A.IMANAGING PARTNERC Control
JORDAN, D, ROBERTIPARTNERB
JORDAN, D, ROBERTIPARTNERB
JORDAN, D, ROBERTIPARTNERB
JORDAN, D, ROBERTIPARTNERB
JORDAN, D, ROBERTIPARTNERB
JORDAN, D, ROBERTIPARTNERB

Registrations

Federal

IA
Apr 2, 2012 REGISTERED

Address

200 WEST MADISON STREET
SUITE 2420
CHICAGO, IL 60606
United States
Phone: 312-782-7855