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 2024-04-25. $163.4M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2024-04-25
- Form: D/A
- Accession: 0001542030-24-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $163.4M
- Minimum investment: $500K
- Investors: 152
- 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 |
|---|
| . Excelsior Opportunity Management LLC | Executive Officer | Melville, NY |
| Carl Friedrich | Executive Officer | MELVILLE, NY |
| Stephen Perrino | 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)
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