# EXCELSIOR CAPITAL MANAGEMENT, LLC

EXCELSIOR CAPITAL MANAGEMENT, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 138818
- Type: SEC-registered investment adviser
- SEC file number: 801-65293
- Location: 200 WEST MADISON STREET, SUITE 2420, CHICAGO, IL, 60606
- Phone: 312-782-7855
- Latest filing: 2012-04-02
- Regulatory AUM: $39.4M
- Discretionary AUM: $39.4M
- Clients: 1
- Accounts: 3

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [WHITE CAROL A](https://search.stillhousedata.com/person/769602) | MANAGING PARTNER | — |
| [LEES EDWARD EMERY](https://search.stillhousedata.com/person/799776) | MANAGING PARTNER | — |
| [JORDAN D ROBERT](https://search.stillhousedata.com/person/799777) | PARTNER | — |
| [BEHM MARVIN G](https://search.stillhousedata.com/person/799778) | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; DIRECTOR & CHIEF COMPLIANCE OFFICER | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| EXCELSIOR PARTNERS, LP | Hedge Fund | — | 17 | $22.5M | $100K |
| EXCELSIOR INVESTORS LIMITED | Hedge Fund | — | 4 | $15.8M | $500K |
| EXCELSIOR MASTER FUND, LP | Hedge Fund | — | 21 | $2.9M | — |


## Fund service providers (1)

- administrator: CORTLAND CAPITAL MARKET SERVICES, LLC — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138818/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138818/similar
- Related entities: https://search.stillhousedata.com/firm/138818/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138818

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.