Skip to main content

XCELSIOR ADVISOR PARTNERS LLC

SEC Form ADV profile.

Total regulatory AUM
$2,510,504,102
Discretionary
$2,510,504,102
Non-discretionary
$0

Firm details

CRD number
334779
SEC file number
801-132014
Main office
SCOTTSDALE, AZ, United States
Employees
25
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.