# EXCELSIOR QUALIFIED L P — Form D

EXCELSIOR QUALIFIED L P of Great Neck, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2009-02-24. $54.4M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2009-02-24
- Form: D
- Accession: 0001019056-09-000270
- Industry: Pooled Investment Fund
- Exemptions: 06
- Amount sold: $54.4M
- Minimum investment: $500K
- Investors: 99
- Date of first sale: 1994-04-01
- Security types: fund interests
- SEC file number: 021-61780

## Issuer

- Name: EXCELSIOR QUALIFIED L P
- CIK: 0001275788
- Entity type: Limited Partnership
- Jurisdiction: NEW YORK
- Address: c/o Excelsior Management, LLC, Great Neck, NY, 11021
- Phone: 516-487-8220

## Officers, directors & promoters (5)

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

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-04-25](https://search.stillhousedata.com/formd/0001275788-24-000001) | D/A | — | $71.5M |
| [2023-04-25](https://search.stillhousedata.com/formd/0001275788-23-000002) | D/A | — | $68.5M |
| [2022-04-25](https://search.stillhousedata.com/formd/0001275788-22-000001) | D/A | — | $60.6M |
| [2021-04-26](https://search.stillhousedata.com/formd/0001275788-21-000001) | D/A | — | $51.0M |
| [2020-04-28](https://search.stillhousedata.com/formd/0001275788-20-000002) | D/A | — | $48.0M |
| [2019-08-27](https://search.stillhousedata.com/formd/0001275788-19-000003) | D/A | — | $44.5M |

## More

- [CIK 1275788 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1275788&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001019056-09-000270.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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