Excelsior Renewable Energy Management provides portfolio management for pooled vehicles. The firm advises 2 private funds.
Excelsior Renewable Energy Management reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.51B across 2 accounts) are managed with discretion. Of its clients, 47% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $1.51B | 100.0% | $753M |
| Total | 2 | $1.51B | 100% | $753M |
- Clients
- 2
- Regulatory AUM
- $1.51B
- AUM share
- 100.0%
- Avg. per client
- $753M
Total
- Clients
- 2
- Regulatory AUM
- $1.51B
- AUM share
- 100%
- Avg. per client
- $753M
- Clients outside the U.S.
- 47%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
Excelsior Renewable Energy Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Excelsior JV Company, LLC owns 75% or more of Excelsior Renewable Energy Management and is in turn owned by Excelsior Energy Capital LP (75% or more). The leadership team of Excelsior Renewable Energy Management includes Chief Financial Officer Mike Lang. It has 25 employees, 12 of them in advisory roles.
Leadership
- Mike LangChief Financial Officer
- Anne DenmanCCO/Executive Officer
- Alexander EllisExecutive Officer
- Ryan FegleyExecutive Officer
- Christopher MoakleyExecutive Officer
Staff
- 25 employees
- 12 in advisory functions
- Owns 75% or more of Excelsior Renewable Energy Management Company LP
Excelsior JV Company, LLC
Control person · since September 2017
- Owns 75% or more of Excelsior JV Company, LLC
Excelsior Energy Capital LP
Control person · since September 2017
- Owns 25% to 50% of Excelsior Energy Capital LP
Christopher Moakley
Control person · since September 2017
Excelsior Energy Capital GP LLC
General partner · Control person · since September 2017
Excelsior Renewable Energy Management’s regulatory assets grew 3.0× from $506M (July 2021) to $1.51B (March 2026); clients fell from 6 to 2 and employees rose from 16 to 25.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.51B | 2 | 25 | 3 |
| March 2025 | $1.4B | 2 | 26 | 2 |
| May 2024 | $1.44B | 2 | 20 | 2 |
| March 2023 | $694M | 6 | 18 | 2 |
| March 2022 | $523M | 6 | 13 | 2 |
| July 2021 | $506M | 6 | 16 | 2 |
Besides its headquarters, Excelsior Renewable Energy Management has 2 offices, with 3 listed addresses in Minnesota, New York and Oregon.
Minnesota · 1 listed address
- 21960 Minnetonka BLVD, Suite 210, ExcelsiorHQ
New York · 1 listed address
- 776a 6th Avenue, New York
Oregon · 1 listed address
- 811 SW Sixth Ave, Portland
Other business names
Excelsior Renewable Energy Management has reported 1 other business name to the SEC.
- Excelsior Energy Capital
Contact and registration details
- Legal name
- Excelsior Renewable Energy Management Company LP
- Headquarters
- 21960 Minnetonka BLVD, Suite 210, Excelsior, MN 55331
- Website
- excelsiorcapital.com
- Phone
- 330-620-1478
- @excelsior-energy-capital
- SEC file
- 801-121947
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Excelsior Renewable Energy Management has custody of $61.2M in client assets for 2 clients.
How many clients does Excelsior Renewable Energy Management have?
Excelsior Renewable Energy Management has 2 clients and manages $1.51 billion for them, as of March 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Excelsior Renewable Energy Management offer?
Excelsior Renewable Energy Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Excelsior Renewable Energy Management have?
Excelsior Renewable Energy Management has 0 investment adviser representatives registered with state securities authorities, out of 25 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Excelsior Renewable Energy Management?
Excelsior Renewable Energy Management is owned through a chain of holding companies by Christopher Moakley. Its direct owner is Excelsior JV Company, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Excelsior Renewable Energy Management get paid?
Excelsior Renewable Energy Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Excelsior Renewable Energy Management registered with the SEC?
Yes, Excelsior Renewable Energy Management has been registered with the SEC as an investment adviser since 29 July 2021. Its CRD number is 289890 and its SEC file number is 801-121947.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Excelsior Renewable Energy Management?
Excelsior Renewable Energy Management’s main office is at 21960 Minnetonka BLVD, Suite 210, Excelsior, MN 55331. Its phone number is 330-620-1478. Its website is excelsiorcapital.com.