EXCELLERE CAPITAL MANAGEMENT LLC
Legal name: EXCELLERE PARTNERS
CRD #142904 SEC #801-67454 DENVER, CO 303-765-2400
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$2.2B
Employees
25
Clients
0
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.2B | $2.2B | $0 | 25 | 0 |
| Aug 2024 | $2.1B | $2.1B | $0 | 25 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 25 | 0 |
| Mar 2023 | $2B | $2B | $0 | 21 | 0 |
| Mar 2022 | $2.3B | $2.3B | $0 | 21 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2020 | $961.5M | $961.5M | $0 | 17 | 0 |
| Feb 2020 | $1.1B | $1.1B | $0 | 18 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 18 | 0 |
| Mar 2018 | $940.4M | $940.4M | $0 | 15 | 0 |
| Sep 2017 | $1.1B | $1.1B | $0 | 16 | 1 |
| Sep 2017 | $1.1B | $1.1B | $0 | 16 | 1 |
| May 2017 | $1.1B | $1.1B | $0 | 16 | 1 |
| Mar 2017 | $1.1B | $1.1B | $0 | 16 | 1 |
| Mar 2016 | $1.2B | $1.2B | $0 | 19 | 1 |
| Oct 2015 | $637.7M | $637.7M | $0 | 17 | 1 |
| Mar 2015 | $637.7M | $637.7M | $0 | 17 | 1 |
| Mar 2014 | $623.4M | $623.4M | $0 | 15 | 1 |
| Nov 2013 | $626.5M | $626.5M | $0 | 13 | 1 |
| Mar 2013 | $644.3M | $644.3M | $0 | 13 | 1 |
| Mar 2012 | $673.8M | $673.8M | $0 | 11 | 1 |
| Mar 2011 | $702.7M | $702.7M | $0 | -- | -- |
| Apr 2010 | $254.2M | $254.2M | $0 | 10 | -- |
| Mar 2008 | $259.5M | $259.5M | $0 | 10 | -- |
| Jan 2008 | $265M | $265M | $0 | 10 | -- |
| Oct 2007 | $265M | $265M | $0 | 10 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees25
Clients0
DateAug 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees21
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees21
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$961.5M
Discretionary$961.5M
Non-Disc.$0
Employees17
Clients0
DateFeb 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$940.4M
Discretionary$940.4M
Non-Disc.$0
Employees15
Clients0
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients1
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients1
DateMay 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients1
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients1
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients1
DateOct 2015
Total AUM$637.7M
Discretionary$637.7M
Non-Disc.$0
Employees17
Clients1
DateMar 2015
Total AUM$637.7M
Discretionary$637.7M
Non-Disc.$0
Employees17
Clients1
DateMar 2014
Total AUM$623.4M
Discretionary$623.4M
Non-Disc.$0
Employees15
Clients1
DateNov 2013
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2013
Total AUM$644.3M
Discretionary$644.3M
Non-Disc.$0
Employees13
Clients1
DateMar 2012
Total AUM$673.8M
Discretionary$673.8M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$702.7M
Discretionary$702.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$254.2M
Discretionary$254.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$259.5M
Discretionary$259.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--