# Excel Capital Management

Excel Capital Management is a Multi Family Office based in Warren, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Warren, United States
- **Region:** North America
- **Address:** Warren, NJ, United States
- **Founded:** 2000
- **Assets under management:** Under $500M (Altss estimate)
- **Website:** excelcapitalmgt.com
- **LinkedIn:** https://www.linkedin.com/company/excel-capital-management

## Regulatory record

- **CRD number:** 109229
- **SEC file number:** 801-124719
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109229

## About

Founded in 2000 by Mitchell Stern, Excel Capital Management operates as a registered investment advisor in Warren, New Jersey. The firm provides wealth management services to individuals, high-net-worth families, and corporate clients. Mitchell Stern serves as President and Chief Compliance Officer, while Eric Stern runs the investment program as Chief Investment Officer — a second-generation leadership structure typical of durable family-office-adjacent RIAs. Excel Capital Management takes a broad mandate across traditional liquid markets. The firm constructs portfolios spanning equities, fixed income, and cash management, with tax planning integrated into the investment process. Client accounts are managed on a discretionary basis, with asset allocation tailored to individual liquidity needs and risk tolerance. The firm does not publicly disclose specific portfolio holdings, but its ADV filings indicate a focus on publicly traded securities, mutual funds, and ETFs rather than direct private investments or venture capital. The firm maintains a single office in Warren, New Jersey, serving clients concentrated in the tri-state area. Team size and total assets under management are not publicly disclosed. Excel Capital Management does not operate adjacent philanthropic foundations, real-asset vehicles, or club-investment structures. Its operational posture is that of a classic independent RIA — personalized portfolio management with an emphasis on tax efficiency and long-term client relationships. Excel Capital Management's structural differentiator is its family-run continuity. The father-son partnership between Mitchell and Eric Stern creates a governance model where investment philosophy and client relationships transfer seamlessly across generations — a feature institutional allocators value in wealth managers serving intergenerational family capital.

## Sectors

- Diversified
- Private Wealth

## People

- Mitchell B. Stern — President and Chief Compliance Officer
- Eric B. Stern — Chief Investment Officer

## Questions

### Who runs investment decisions at Excel Capital Management?

Eric B. Stern serves as Chief Investment Officer, overseeing portfolio construction and asset allocation for client accounts. His father, Mitchell B. Stern, founded the firm and serves as President and Chief Compliance Officer. This father-son partnership creates a direct line of accountability for investment decisions.

### What investment approach does Excel Capital Management use?

The firm constructs discretionary portfolios using publicly traded securities, including equities, fixed income instruments, mutual funds, and ETFs. Asset allocation is customized to each client's liquidity needs and risk tolerance, with tax planning integrated into investment decisions — a priority for high-net-worth clients in New Jersey.

### Does Excel Capital Management participate in private investments or venture capital?

Based on the firm's regulatory filings and service description, Excel Capital Management focuses on traditional liquid markets. There is no public evidence of direct private equity, venture capital, or real-asset investment programs. The firm's core competency is public-market portfolio management with tax-aware execution.

### What is Excel Capital Management's known posture on co-investments alongside external managers?

Excel Capital Management does not publicly promote co-investment opportunities or club-deal structures. Its registered investment advisor model emphasizes direct, discretionary management of client portfolios rather than syndicated private investments alongside external general partners.

## Related profiles

- [Excalibur Management](https://altss.com/profile/excalibur-management)
- [Excel Financial](https://altss.com/profile/excel-financial)

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Last updated: 2026-07-06T01:24:16.258Z

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