Investment adviser · CRD 144485

EXCELSIOR CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Mar 9, 2012

Regulatory AUM
$120M
Form ADV · Item 5.F
Client accounts
251
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 9, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4651 N. FEDERAL HWY.
BOCA RATON, FL, 33431, United States

CRD 144485

Filing source

Form ADV 622106 · Mar 9, 2012 · 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.