# EXCELSIOR INVESTMENT FUND LP — Form D/A

EXCELSIOR INVESTMENT FUND LP of Great Neck, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2024-04-25. $97.2M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-04-25
- Form: D/A
- Accession: 0000871245-24-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $97.2M
- Minimum investment: $500K
- Investors: 182
- Date of first sale: 1991-01-01
- Security types: fund interests
- SEC file number: 021-87124-5N

## Issuer

- Name: EXCELSIOR INVESTMENT FUND LP
- CIK: 0000871245
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Address: c/o Excelsior Management, LLC, Great Neck, NY, 11021
- Phone: 516-487-8220

## Officers, directors & promoters (5)

| Name | Role | Location |
| --- | --- | --- |
| . Excelsior Management, LLC | Executive Officer | Melville, NY |
| Carl Friedrich | Executive Officer | MELVILLE, NY |
| Stephen Perrino | Executive Officer | MELVILLE, NY |
| David H Schwartz | Executive Officer | Great Neck, NY |
| N/A Excelsior  Management, LLC | Promoter | Great Neck, NY |

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2023-04-25](https://search.stillhousedata.com/formd/0000871245-23-000001) | D/A | — | $95.4M |
| [2022-04-25](https://search.stillhousedata.com/formd/0000871245-22-000001) | D/A | — | $93.4M |
| [2021-04-26](https://search.stillhousedata.com/formd/0000871245-21-000001) | D/A | — | $81.3M |
| [2020-04-28](https://search.stillhousedata.com/formd/0000871245-20-000002) | D/A | — | $71.5M |
| [2019-08-26](https://search.stillhousedata.com/formd/0000871245-19-000003) | D/A | — | $71.1M |
| [2009-02-24](https://search.stillhousedata.com/formd/0001019056-09-000271) | D | — | $46.5M |

## More

- [CIK 871245 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=871245&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0000871245-24-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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