Excelsior Renewable Energy Management Company Lp
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 2
- Avg AUM / client
- $753M
- Accounts
- 2
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $1.5B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Excelsior Renewable Energy Intermediate Fund I Lp master | Private Equity Fund | Delaware | $752M | 30 |
| Excelsior Renewable Energy Investment Fund Ii Lp master | Private Equity Fund | Delaware | $688M | 36 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Denman, Anne, Marie | Cco/Executive Officer | Sep 2017 (9y) | Less than 5% | |
| Ellis, Alexander, Nmn | Executive Officer | Sep 2017 (9y) | Less than 5% | |
| Fegley, Ryan, Desroches | Executive Officer | Sep 2017 (9y) | Less than 5% | |
| Moakley, Christopher, John | Executive Officer | Sep 2017 (9y) | ≈ 14.06% – 50% via Excelsior Energy Capital Lp |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Excelsior Jv Company, Llc | General Partner | Sep 2017 | A | 75% or more |
| Excelsior Energy Capital Lp | Managing Member | Sep 2017 | B | ≈ 56.25% – 100% via Excelsior Jv Company, Llc |
| Excelsior Energy Capital Gp Llc | General Partner | Sep 2017 | B | GP / trustee / elected manager of Excelsior Energy Capital Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Moakley, Christopher, John: 25% – 50% of Excelsior Energy Capital Lp × 75% – 100% of Excelsior Jv Company, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Excelsior Energy Capital Lp: 75% – 100% of Excelsior Jv Company, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Excelsior Renewable Energy Intermediate Fund I Lp | Private Equity Fund | $752M | $10.0M | 30 |
| Excelsior Renewable Energy Investment Fund Ii Lp | Private Equity Fund | $688M | $10.0M | 36 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.48 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗