Single Family Office

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Excellent Capital

Excellent Capital was established in 2014 by Simon Zhang. The office manages the principal's capital with an emphasis on long-term compounding across three...

Excellent Capital logo

Excellent Capital

Excellent Capital was established in 2014 by Simon Zhang. The office manages the principal's capital with an emphasis on long-term compounding across three primary strategies. Private equities targets majority or control stakes in cash-flow-positive businesses showing revenue growth and EBITDA between $1 million and $15 million. Public equities runs an internal long-short strategy concentrated on small- and mid-cap names selected through fundamental research and strict valuation discipline. Real estate focuses on U.S. multifamily, industrial and residential assets, emphasizing value-add acquisitions, distressed repositioning and bridge lending. Allocations span North America, Europe, Asia and other regions. The firm maintains no disclosed headcount or additional offices. No operational events from the past 24 months appear in public records. The structure centers on permanent capital that permits holding periods beyond conventional fund timelines and direct execution of complex transactions without external LP constraints.

General information

Firm type

Single Family Office

Year founded

2014

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Newport Beach, CA, United States

Principals

Simon Zhang

Founder

Sector focus

Private EquityReal EstatePublic Equities

Frequently asked questions

Who runs investment decisions at Excellent Capital?

Simon Zhang founded the firm and directs its investment activities. Decisions follow the three-strategy framework outlined on the firm website.

Does Excellent Capital participate in fund commitments or only direct deals?

The office executes direct co-investments, control acquisitions and SPVs. It also maintains allocations to fund-of-funds and hedge funds as part of its listed investment types.

What investment stages does Excellent Capital typically target?

Stages include buyout, distressed, growth, seed, startup and venture capital. Public equities exposure adds a separate long-short mandate.

Where does the underlying wealth come from?

The principal's holdings originated in commodities trading, real estate and asset management.

What is Excellent Capital's known posture on co-investments alongside external GPs?

The firm pursues minority, majority and co-GP or joint-venture positions in profitable businesses. It favors structures that allow rapid execution and conservative leverage.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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