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Managing Member · Excellere Partners

Patrick O'Keefe

CRD 4231912 · Named on Form ADV at one SEC-registered adviser

At a glance

Excellere Partners, an SEC-registered private fund adviser based in Denver, CO with $2.3 billion in regulatory assets, lists Patrick O'Keefe on its Form ADV as Managing Member, a control person.

Firms and roles

  • Excellere PartnersManaging MemberPrivate fund adviser · Denver, CO · $2.3B in regulatory assets

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.