Xcelsior Advisor Partners LLC
Xcelsior Advisor Partners LLC is an SEC-registered wealth manager with $650.7M assets under management (AUM, regulatory AUM), +334% over one year. See who owns Xcelsior Advisor Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334779, SEC 801-132014, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $650.7M (2026-06-15)
- Firm type
- Wealth Manager
- Employees
- 15
- Clients
- 375
- CRD
- 334779
- Ownership
- MATTHEW CURLEY REVOCABLE LIVING TRUST DATED MARCH 31, 2020; Toelke, Matthew; BASHFORD, CALUM, MOATS; Curley, Matthew, Stephen; PETERSON, MARK, ALLEN
How much AUM does Xcelsior Advisor Partners LLC have?
Xcelsior Advisor Partners LLC reported $650.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Xcelsior Advisor Partners LLC?
Disclosed owners and executives of Xcelsior Advisor Partners LLC include MATTHEW CURLEY REVOCABLE LIVING TRUST DATED MARCH 31, 2020, Toelke, Matthew, BASHFORD, CALUM, MOATS, Curley, Matthew, Stephen, PETERSON, MARK, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.