Excellion Finance Management

Excellion Finance Management, LLC is an SEC-registered investment adviser with its headquarters in Hermosa Beach, CA. The firm provides investment advice to...

Excellion Finance Management

Excellion Finance Management, LLC is an SEC-registered investment adviser with its headquarters in Hermosa Beach, CA. The firm provides investment advice to clients. It is registered with the Securities and Exchange Commission.

General information

Firm type

Single Family Office

What is Excellion Finance Management?

Excellion Finance Management is a single family office tracked on Altss.

What does Altss track for Excellion Finance Management?

Altss maintains an OSINT-verified profile of Excellion Finance Management 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 Excellion Finance Management?

Excellion Finance Management is classified by Altss as a Single Family Office.

How does Altss source intelligence on Excellion Finance Management?

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.

When was Excellion Finance Management's Altss profile last updated?

Excellion Finance Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.