What amount sold does EXCELSIOR INVESTMENT FUND LP report in Form D filings?

The latest linked filings report $93.4M sold across 1 identified offering(s). 1 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was EXCELSIOR INVESTMENT FUND LP's most recent SEC filing?

EXCELSIOR INVESTMENT FUND LP's most recent Form D filing was on 2024-04-25.

How many investors does EXCELSIOR INVESTMENT FUND LP have?

The most recent Form D filing lists 182 investor(s).

EXCELSIOR INVESTMENT FUND LP

CIK: 0000871245·Pooled Investment Fund·MELVILLE, NY·Limited Partnership

Reported Sold

$93,408,585

Total Filings

Identified Offerings

Last Filed

Apr 25, 2024

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 1 unlinked amendment excluded.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Apr 25, 2024Form D/A — Amendment

Reported sold: $97,187,046 · Target: Indefinite

No verified predecessor available.

Rule 506(b)·182 investors·Section 3(c), Section 3(c)(1)

Apr 25, 2022Form D/A — Amendment

Reported sold: $93,408,585 · Target: Indefinite

Rule 506(b)·176 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Apr 26, 2021Form D/A — Amendment

Reported sold: $81,340,468 · Target: Indefinite

Rule 506(b)·170 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Apr 28, 2020Form D/A — Amendment

Reported sold: $71,518,859 · Target: Indefinite

Rule 506(b)·162 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Aug 26, 2019Form D/A — Amendment

Reported sold: $71,146,859 · Target: Indefinite

Rule 506(b)·162 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Exemptions

Feb 24, 2009Form D — New notice

Reported sold: $46,503,252 · Target: Indefinite

Rule 506·80 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

182

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

83%

Latest reported sold across 1 identified offering

$93,408,585

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

1 unlinked amendment excluded.

Key People

Carl Friedrich

Related Person

Appears on 4 filings

Stephen Perrino

Related Person

Appears on 4 filings

Excelsior Management, LLC

Related Person

Appears on 4 filings

Stephen Perrino

Related Person

Appears on 1 filing

David H Schwartz

Executive Officer

Appears on 1 filing

Carl Friedrich

Related Person

Appears on 1 filing

Excelsior Management, LLC

Promoter

Appears on 1 filing

Excelsior Management, LLC

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Apr 25, 2024	Amendment	Indefinite	$97,187,046	182
Apr 25, 2022	Amendment	Indefinite	$93,408,585	176
Apr 26, 2021	Amendment	Indefinite	$81,340,468	170
Apr 28, 2020	Amendment	Indefinite	$71,518,859	162
Aug 26, 2019	Amendment	Indefinite	$71,146,859	162
Feb 24, 2009	New	Indefinite	$46,503,252	80

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Orange River Partners, LP

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 29, 2026