# Excellere Partners

> Excellere Partners is an SEC-registered investment advisory firm in Denver, CO, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 142904
- Filed as: EXCELLERE PARTNERS
- Legal name: Excellere Capital Management LLC
- Also doing business as: EXCELLERE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142904
- AdvisorCensus page: https://advisorcensus.com/firm/excellere-partners-denver-co-142904

## Quick answers

**How is Excellere Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Excellere Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**How much does Excellere Partners charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Excellere Partners located?**
Excellere Partners' principal office is in Denver, CO, according to its Form ADV.

**Is Excellere Partners registered with the SEC or a state?**
Excellere Partners is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 142904.

**How much does Excellere Partners manage?**
Excellere Partners reports $2,255,352,333 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have Excellere Partners' assets and staff changed since 2021?**
In the Form ADV data for Excellere Partners: Regulatory assets under management: $1,114,225,938 in the October 2021 data and $2,255,352,333 in the October 2026 data, up 102%. Total employees: 17 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Excellere Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Excellere Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142904

**What changed in Excellere Partners' recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 2% of assets a year

> Management fees, typically 2% of each investor’s aggregate commitment, are payable on a semi -annual basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,255,352,333
- Discretionary: $2,255,352,333
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $2,255,352,333 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 26 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- excellere.com
- LinkedIn @excellere-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,114,225,938 | 17 | March 30, 2021 |
| October 2022 | $2,255,928,013 | 21 | March 30, 2022 |
| October 2023 | $2,022,315,972 | 21 | March 31, 2023 |
| October 2024 | $2,107,200,623 | 25 | August 27, 2024 |
| October 2025 | $2,237,086,079 | 25 | March 28, 2025 |
| October 2026 | $2,255,352,333 | 26 | September 11, 2026 |

Regulatory assets under management: $1,114,225,938 in the October 2021 data and $2,255,352,333 in the October 2026 data, up 102%.
Total employees: 17 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 21 to 22.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Excellere Partners (CRD 142904): Form ADV filing data as of October 2026.