# Excelsior Renewable Energy Management Company LP

> Excelsior Renewable Energy Management Company LP is an SEC-registered investment advisory firm in Excelsior, MN, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 289890
- Filed as: EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
- Also doing business as: EXCELSIOR ENERGY CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Excelsior, MN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289890
- AdvisorCensus page: https://advisorcensus.com/firm/excelsior-renewable-energy-management-company-lp-excelsior-mn-289890

## Quick answers

**How is Excelsior Renewable Energy Management Company LP compensated?**
On its Form ADV (Item 5.E, October 2026), Excelsior Renewable Energy Management Company LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Excelsior Renewable Energy Management Company LP located?**
Excelsior Renewable Energy Management Company LP's principal office is in Excelsior, MN, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Excelsior Renewable Energy Management Company LP registered with the SEC or a state?**
Excelsior Renewable Energy Management Company LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 289890.

**How much does Excelsior Renewable Energy Management Company LP manage?**
Excelsior Renewable Energy Management Company LP reports $1,505,418,687 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Excelsior Renewable Energy Management Company LP's assets and staff changed since 2021?**
In the Form ADV data for Excelsior Renewable Energy Management Company LP: Regulatory assets under management: $506,372,632 in the October 2021 data and $1,505,418,687 in the October 2026 data, up 197%. Total employees: 16 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Excelsior Renewable Energy Management Company LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Excelsior Renewable Energy Management Company LP 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/289890

**What changed in Excelsior Renewable Energy Management Company LP's recent Form ADV filings?**
In the April 2026 filing data: Added an office in New York, NY.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,505,418,687
- Discretionary: $1,505,418,687
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,505,418,687 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 25 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- [excelsiorcapital.com](https://excelsiorcapital.com)
- LinkedIn @EXCELSIOR-ENERGY-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $506,372,632 | 16 | July 12, 2021 |
| October 2022 | $522,667,870 | 13 | March 31, 2022 |
| October 2023 | $694,261,594 | 18 | March 31, 2023 |
| October 2024 | $1,440,136,836 | 20 | May 9, 2024 |
| October 2025 | $1,402,388,384 | 26 | March 31, 2025 |
| October 2026 | $1,505,418,687 | 25 | March 30, 2026 |

Regulatory assets under management: $506,372,632 in the October 2021 data and $1,505,418,687 in the October 2026 data, up 197%.
Total employees: 16 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added an office in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Excelsior Renewable Energy Management Company LP (CRD 289890): Form ADV filing data as of October 2026.