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EXCELLERE PARTNERS

Tel: 303-765-2400
3033 East First Avenue
Suite 700
Denver, Colorado  80206

About EXCELLERE PARTNERS

EXCELLERE PARTNERS is a Denver, Colorado based financial advisory firm with nearly $2,255,928,013 in assets under management and provides investment advisory services for 5 clients. There are currently 21 financial advisors at the firm.


General Information

Firm CRD#:   142904
SEC#:   801-67454
Assets under Management:   $2,255,928,013
No. of Clients:   5
No. of Advisors:   21
Advisory Services Provided:   Portfolio Management for Pooled Investment
Fee Structure:   A percentage of AUM, Performance Based, Other (TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES)

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