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Building 2EXCELLERE PARTNERS

Map pinDENVER, CO
Phone303-765-2400
NotebookSEC #801-67454
Total AUM
$2.3B
Employees
26
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3033 EAST FIRST AVENUE
SUITE 700
DENVER
CO 80206
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
303-765-2400

ReceiptFinancials

Total AUM
$2.3B
Accounts
5
Discretionary
$2.3B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$2.3B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
TRANSACTION, MONITORING, CLOSING, ACQUISITION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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