Excellent Capital LLC (Simon Zhang Family Office)
Excellent Capital LLC functions as a single family office founded by Simon Zhang in 2014 and based in California. The firm generates wealth for its first-generation principal through investments in private equities, public equities, and real estate.
Excellent Capital LLC (Simon Zhang Family Office)
Excellent Capital LLC functions as a single family office founded by Simon Zhang in 2014 and based in California. The firm generates wealth for its first-generation principal through investments in private equities, public equities, and real estate. It targets long-term compounding returns over a 20+ year horizon by acquiring control or minority stakes in profitable businesses with $1-15 million EBITDA, employing fundamental research in small- and mid-cap stocks, and pursuing value-add real estate opportunities.
General information
Firm type
Family Office (Unspecified)
Year founded
—
AUM
—
Location
Region
—
Country
—
City
Irvine
Corporate office
—
Frequently asked questions
What is Excellent Capital LLC (Simon Zhang Family Office)?
Excellent Capital LLC (Simon Zhang Family Office) is a family office (unspecified) headquartered in Irvine.
Where is Excellent Capital LLC (Simon Zhang Family Office) headquartered?
Excellent Capital LLC (Simon Zhang Family Office) is headquartered in Irvine.
What does Altss track for Excellent Capital LLC (Simon Zhang Family Office)?
Altss maintains an OSINT-verified profile of Excellent Capital LLC (Simon Zhang Family Office) covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Excellent Capital LLC (Simon Zhang Family Office)?
Excellent Capital LLC (Simon Zhang Family Office) is classified by Altss as a Family Office (Unspecified).
How does Altss source intelligence on Excellent Capital LLC (Simon Zhang Family Office)?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Excellent Capital LLC (Simon Zhang Family Office)?
Excellent Capital LLC (Simon Zhang Family Office)'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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