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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 9, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEYERER, TABITHA, LETOURNEAU | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERER, TABITHA, LETOURNEAU | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERER, TABITHA, LETOURNEAU | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRACE, KATHLEEN, ANNE | I | MANAGING MEMBER | E | Control |
| GRACE, KATHLEEN, ANNE | I | MANAGING MEMBER | E | Control |
| GRACE, KATHLEEN, ANNE | I | MANAGING MEMBER | E | Control |
| GRACE, KATHLEEN, ANNE | I | MANAGING MEMBER | E | Control |
| GRACE-SCHOEPPL, KATHLEEN, ANNE | I | MANAGING MEMBER | E | Control |
| GRACE-SCHOEPPL, KATHLEEN, ANNE | I | MANAGING MEMBER | E | Control |
| GRACE-SCHOEPPL, KATHLEEN, ANNE | I | MANAGING MEMBER | E | Control |
| MEYERER, TABITHA, LETOURNEAU | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MEYERER, TABITHA, LETOURNEAU | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MEYERER, TABITHA, LETOURNEAU | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MEYERER, TABITHA, LETOURNEAU | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 9, 2012 REGISTERED
Notice Filings (1)
FL
Address
4651 N. FEDERAL HWY.BOCA RATON, FL 33431
United States
Phone: 561-353-4440