EXCELSIOR CAPITAL ADVISORS, LLC
CRD #144485 SEC #801-68100 BOCA RATON, FL 561-353-4440
SEC Registered
Total AUM
$120.2M
Discretionary
$120.2M
Employees
1
Clients
1
Accounts
251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $120.2M | $120.2M | $0 | 1 | 26 |
| Jun 2011 | $130.8M | $130.8M | $0 | 5 | -- |
| Mar 2011 | $130.8M | $130.8M | $0 | 5 | -- |
| Oct 2010 | $117.3M | $117.3M | $0 | 5 | -- |
| Oct 2007 | $139.2M | $138.3M | $835.9K | 5 | -- |
| Sep 2007 | $139.2M | $138.3M | $835.9K | 5 | -- |
| Aug 2007 | $155.4M | $143.4M | $12M | 5 | -- |
DateMar 2012
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$139.2M
Discretionary$138.3M
Non-Disc.$835.9K
Employees5
Clients--
DateSep 2007
Total AUM$139.2M
Discretionary$138.3M
Non-Disc.$835.9K
Employees5
Clients--
DateAug 2007
Total AUM$155.4M
Discretionary$143.4M
Non-Disc.$12M
Employees5
Clients--