EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

21960 Minnetonka Blvd, Suite 210
Excelsior, Minnesota 55331
Tel: 330-620-1478

About EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP, formally registered with the SEC as EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP. The firm was established in 07/29/2021. They have over 2 offices throughout the country.

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP is a Excelsior, Minnesota based Financial Planning firm with nearly $1,440,136,836 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289890
SEC#	801-121947
Assets Managed by Firm	$1,440,136,836
No. of Clients	2
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$1,440,136,836

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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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