Investment adviser · CRD 317790

EXCELL TECHNOLOGY VENTURES

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

EXCELL TECHNOLOGY VENTURES, INC.

ROCHESTER, NY, United States · Form ADV filed Jan 5, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FINGER LAKES VENTURE FUND, L.P.Venture Capital Fund · Last reported Jan 5, 2026$25MGross asset value
Fund administrator EXCELL PARTNERS, INC. ROCHESTER, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor MENGEL, METZGER, BARR & CO. LLP ROCHESTER, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MENGEL, METZGER, BARR & CO. LLP
PCAOB 557

Fund details & source
Fund ID
805-7296487831
Reported beneficial owners
2
Minimum commitment
$25M

Form ADV 2035596 · Jan 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EXCELL INNOVATE NY FUND, L.P.Venture Capital Fund · Last reported Jan 5, 2026$5.5MGross asset value
Fund administrator EXCELL PARTNERS, INC. ROCHESTER, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor MENGEL, METZGER, BARR & CO. LLP ROCHESTER, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MENGEL, METZGER, BARR & CO. LLP
PCAOB 557

Fund details & source
Fund ID
805-6588283461
Reported beneficial owners
3
Minimum commitment
$5.5M

Form ADV 2035596 · Jan 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EXCELL NEW YORK PRE-SEED FUND I, LPVenture Capital Fund · Last reported Jan 5, 2026$3MGross asset value
Fund administrator EXCELL PARTNERS, INC. ROCHESTER, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor MENGEL, METZGER, BARR & CO. LLP ROCHESTER, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MENGEL, METZGER, BARR & CO. LLP
PCAOB 557

Fund details & source
Fund ID
805-1245582656
Reported beneficial owners
2
Minimum commitment
$3M

Form ADV 2035596 · Jan 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UPSTATE BIOTECH VENTURES, L.P.Venture Capital Fund · Last reported Jan 5, 2026$3MGross asset value
Fund administrator EXCELL PARTNERS, INC. ROCHESTER, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor MENGEL, METZGER, BARR & CO. LLP ROCHESTER, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MENGEL, METZGER, BARR & CO. LLP
PCAOB 557

Fund details & source
Fund ID
805-2288163668
Reported beneficial owners
2
Minimum commitment
$3M

Form ADV 2035596 · Jan 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EXCELL MINORITY AND WOMEN-OWNED EMERGING BUSINESS FUND, L.P.Venture Capital Fund · Last reported Jan 5, 2026$2MGross asset value
Fund administrator EXCELL PARTNERS, INC. ROCHESTER, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor MENGEL, METZGER, BARR & CO. LLP ROCHESTER, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MENGEL, METZGER, BARR & CO. LLP
PCAOB 557

Fund details & source
Fund ID
805-5667245859
Reported beneficial owners
2
Minimum commitment
$2M

Form ADV 2035596 · Jan 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EXCELL PARTNERS INNOVATION TC FUND, L.P.Venture Capital Fund · Last reported Jan 5, 2026$2MGross asset value
Fund administrator EXCELL PARTNERS, INC. ROCHESTER, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor MENGEL, METZGER, BARR & CO. LLP ROCHESTER, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MENGEL, METZGER, BARR & CO. LLP
PCAOB 557

Fund details & source
Fund ID
805-2456929772
Reported beneficial owners
2
Minimum commitment
$2M

Form ADV 2035596 · Jan 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jan 5, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

3300 MONROE AVE, SUITE 319
ROCHESTER, NY, 14618-4617, United States

CRD 317790

Filing source

Form ADV 2035596 · Jan 5, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.