Form D · Pooled Investment Fund

Excelsior 2021 TE Vehicle 1, LP

Excelsior, MN · CIK 0001856874

Offering snapshot reported Apr 15, 2021 · SEC filing

Reported sold
$1.47M
Offering amount: $1.47M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 15, 2021Initial$1,465,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-396071

Source: Form D, filed Apr 15, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

EXCELSIOR 2021 TE VEHICLE 1, LP

Investment adviser: EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

Gross asset value
$1.47M
Beneficial owners
6
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

Filing source

Form ADV 1723437 · Mar 31, 2023 · Schedule D 7.B.(1), fund 805-4561467769

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Anne Marie Denman Executive
Alexander Ellis Executive
N/A Excelsior Renewable Energy Management Company Lp Promoter
N/A Excelsior Tax Equity Vehicle Gp, Llc Promoter
Ryan Fegley Executive
Christopher Moakley Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
21960 Minnetonka Blvd Suite 210
Excelsior, MN, 55331