Form D · Private Equity Fund

Excolere Equity Partners Fund I, LP

Los Angeles, CA · CIK 0002029848

Offering snapshot reported Mar 20, 2026 · SEC filing

Reported sold
$143M
Offering amount: $400M
Investors reported
8
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Oct 20, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$71.4M$143MJul 11, 2024: $127,500,000.00Jul 11, 2024Mar 20, 2025: $137,500,000.00Mar 20, 2025Mar 20, 2026: $142,700,000.00Mar 20, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$137,500,000 → $142,700,000
  • Reported investors6 → 8

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 20, 2026Amendment$142,700,000$5,200,000vs Mar 20, 20258SEC filing
Mar 20, 2025Amendment$137,500,000$10,000,000vs Jul 11, 20246SEC filing
Jul 11, 2024Initial$127,500,000No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.5, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$800K (estimated)
Finders' fees
$0
Form D file number
021-518478
Total Offering Amount applies to Issuer and certain related entities. Total Amount Sold applies to Issuer only. Total Remaining to be Sold reflects amounts to be sold by Issuer and/or certain related entities.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Houlihan Lokey Capital, Inc.17708

Source: Form D, filed Mar 20, 2026. 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

EXCOLERE EQUITY PARTNERS FUND I, LP

Investment adviser: EXCOLERE EQUITY PARTNERS, LLC

Gross asset value
$137M
Beneficial owners
7
ADV minimum commitment
$5M

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LOS ANGELES, California, United States
Custodian JPMORGAN CHASE BANK, N.A. LOS ANGELES, California, United States Related to adviser: No
Marketer HOULIHAN LOKEY CAPITAL, INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG
PCAOB 185

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

HOULIHAN LOKEY CAPITAL, INC.
CRD 17708 · SEC 8-35643

Filing source

Form ADV 2116346 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-4244957297

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
Peter C. Davis Executive
Marcelus De Coulode Executive
N/A Excolere Equity Partners Fund I Gp, Llc Promoter
N/A Excolere Equity Partners, Llc Executive
Anthony W. Miller Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2121 Avenue Of The Stars, Suite 2750
Los Angeles, CA, 90067