Investment advisers in Excelsior, MN
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Locorr Fund Management, LLC | $2.53 billion | 8 | 0 |
| Excelsior Renewable Energy Management Company LP | $1.51 billion | 25 | 0 |
| Modus Advisors, LLC | $601.1 million | 8 | 0 |
| Excelsior Investors | $242.0 million | 2 | 0 |
| Steben & Company, LLC | $69.2 million | 8 | 0 |