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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Xcelsior Advisor Partners have?","answer":"Xcelsior Advisor Partners has 22 investment adviser representatives registered with state securities authorities, out of 25 employees, and 22 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 8 employees are 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":"What does Xcelsior Advisor Partners invest in?","answer":"At the end of its last fiscal year, Xcelsior Advisor Partners’ separately managed accounts held 45% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 8% U.S. government and agency bonds, 2% pooled vehicles (private funds and similar), 1% state and local bonds, 1% investment grade corporate bonds and 1% other. 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