# Excelsior Opportunity Fund LP — Form D/A

Excelsior Opportunity Fund LP of MELVILLE, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2019-08-26. $115.3M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2019-08-26
- Form: D/A
- Accession: 0001542030-19-000003
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $115.3M
- Minimum investment: $500K
- Investors: 128
- Date of first sale: 2012-01-31
- Security types: equity, fund interests
- SEC file number: 021-173505

## Issuer

- Name: Excelsior Opportunity Fund LP
- CIK: 0001542030
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2012
- Address: 135 PINELAWN ROAD, MELVILLE, NY, 11747
- Phone: 516-765-7400

## Officers, directors & promoters (5)

| Name | Role | Location |
| --- | --- | --- |
| Carl Friedrich | Executive Officer | MELVILLE, NY |
| Stephen Perrino | Executive Officer | MELVILLE, NY |
| . Excelsior Opportunity Management LLC | Executive Officer | Melville, NY |
| David Howard Schwartz | Executive Officer | GREAT NECK, NY |
| Fred Phillip Sloan | Executive Officer | GREAT NECK, NY |

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-04-25](https://search.stillhousedata.com/formd/0001542030-24-000001) | D/A | — | $163.4M |
| [2023-04-25](https://search.stillhousedata.com/formd/0001542030-23-000001) | D/A | — | $149.0M |
| [2022-04-25](https://search.stillhousedata.com/formd/0001542030-22-000001) | D/A | — | $139.8M |
| [2021-04-26](https://search.stillhousedata.com/formd/0001542030-21-000001) | D/A | — | $130.3M |
| [2020-04-28](https://search.stillhousedata.com/formd/0001542030-20-000002) | D/A | — | $122.2M |
| [2012-02-15](https://search.stillhousedata.com/formd/0000891092-12-000979) | D | — | $6.8M |

## More

- [CIK 1542030 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1542030&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001542030-19-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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