{"url":"https://nivawealth.com/firms/excelsior-renewable-energy-management-289890","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289890","regulatoryAum":1505418687,"crd":"289890","history":[{"filedOn":"2021-07-12","regulatoryAum":506372632,"clients":6,"employees":16,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":522667870,"clients":6,"employees":13,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":694261594,"clients":6,"employees":18,"offices":2},{"filedOn":"2024-05-09","regulatoryAum":1440136836,"clients":2,"employees":20,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":1402388384,"clients":2,"employees":26,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":1505418687,"clients":2,"employees":25,"offices":3}],"secFileNumber":"801-121947","legalName":"Excelsior Renewable Energy Management Company LP","displayName":"Excelsior Renewable Energy Management","slug":"excelsior-renewable-energy-management-289890","website":"https://excelsiorcapital.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/excelsior-energy-capital/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"21960 Minnetonka BLVD, Suite 210","city":"Excelsior","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55331"},"tradeNames":["Excelsior Energy Capital"],"registration":{"secApproved":"29 July 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":25,"advisory":12,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1505418687,"discretionary":1505418687,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":47,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":1505418687}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Excelsior Renewable Energy Management has custody of $61.2M in client assets for 2 clients.","leadership":[{"name":"Mike Lang","title":"Chief Financial Officer","crd":"8068010"},{"name":"Anne Denman","title":"CCO/Executive Officer","crd":"6854017"},{"name":"Alexander Ellis","title":"Executive Officer","crd":"6854020"},{"name":"Ryan Fegley","title":"Executive Officer","crd":"6854112"},{"name":"Christopher Moakley","title":"Executive Officer","crd":"2167257"}],"ownership":[{"label":"Excelsior JV Company, LLC","detail":"General partner in the 75% or more ownership band and a control person, since September 2017."},{"label":"Excelsior Energy Capital LP","detail":"Indirect owner: a managing member of Excelsior JV Company, LLC in the 75% or more band and a control person, since September 2017.","parent":"Excelsior JV Company, LLC"},{"label":"Christopher Moakley","detail":"Indirect owner: a limited partner of Excelsior Energy Capital LP in the 25% to 50% band and a control person, since September 2017.","parent":"Excelsior Energy Capital LP"},{"label":"Excelsior Energy Capital GP LLC","detail":"Indirect owner: general partner of Excelsior Energy Capital LP and a control person, since September 2017.","parent":"Excelsior Energy Capital LP"}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"21960 Minnetonka BLVD, Suite 210","city":"Excelsior","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"776a 6th Avenue","city":"New York"}]},{"state":"Oregon","offices":1,"addresses":[{"street":"811 SW Sixth Ave","city":"Portland"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"330-620-1478","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289890/PDF/289890.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Excelsior Renewable Energy Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Excelsior Renewable Energy Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Excelsior Renewable Energy Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Excelsior Renewable Energy Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Excelsior Renewable Energy Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Excelsior Renewable Energy Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Excelsior Renewable Energy Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}