Excolere Equity Partners, Llc
- Regulatory AUM
- $212M
- Discretionary
- $212M
- Clients
- 5
- Avg AUM / client
- $42.4M
- Accounts
- 5
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $212M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $109M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eep Eps Fund I A, Lp | Private Equity Fund | Delaware | $60.0M | 17 |
| Eep Eps Fund I, Lp | Private Equity Fund | Delaware | $25.0M | 3 |
| Excolere Equity Partners Fund I, Lp | Private Equity Fund | Delaware | $23.6M | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Davis, Peter, Chamberlin | Partner | Jul 2022 (4y) | Less than 5% | |
| Decoulode Iii, Marcelus, Anthony | Partner | Jul 2022 (4y) | Less than 5% | |
| Miller, Anthony, Wilder | Managing Partner, Managing Member | Jul 2022 (4y) | 75% or more of A W Miller Eep, Llc (indirect) | |
| Choi, Annie, J | Cco, Cfo | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Excolere Management Holdings, Lp | Managing Member | Oct 2023 | A | 75% or more |
| A W Miller Eep, Llc | General Partner | Oct 2023 | B | GP / trustee / elected manager of Excolere Management Holdings, Lp (indirect) |
| Excolere Summa, Lp | Limited Partner | Oct 2002 | B | GP / trustee / elected manager of Excolere Management Holdings, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (3, $109M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eep Eps Fund I A, Lp | Private Equity Fund | $60.0M | $1.0M | 17 |
| Eep Eps Fund I, Lp | Private Equity Fund | $25.0M | $1.0M | 3 |
| Excolere Equity Partners Fund I, Lp | Private Equity Fund | $23.6M | $5.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 2.07 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
- • Other fees
- • MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗