EXCELSIOR DYNAMIC CAPITAL

The firm pursues an opportunistic multi-asset strategy across private credit, real estate, and private equity. Its credit investments focus on senior secured lending to middle-market companies, while real estate activity has targeted Sun Belt multifamily and industrial properties. The firm does not publish a detailed deal history or current portfolio composition.

Thomas J. Sullivan, the firm's Founder and Chief Investment Officer, leads investment decisions. Sullivan's prior experience includes institutional roles where cross-asset allocation and structured credit were central to portfolio strategy, though Excelsior does not publicly detail his full professional history or disclose whether an investment committee structure exists.

No. The firm is organized as an external asset manager open to qualified investors. While its opportunistic, multi-asset mandate resembles the flexible allocation approach common in family offices, Excelsior Dynamic Capital operates as a commercial investment platform rather than a dedicated wealth-management vehicle for a single family.

No. The firm has not publicly disclosed assets under management, total deployment, or fund-level capital commitments. No regulatory filings, press releases, or media reports have confirmed an AUM figure. Without a reported fund close or ADV filing, the firm's capital base remains unverifiable through public sources.

The firm is headquartered in Greenwich, Connecticut. Greenwich serves as a base for a significant concentration of alternative asset managers, though Excelsior has not publicly indicated whether it maintains additional offices or operates investment teams in other locations.

Excelsior Dynamic Capital has not publicly described its sourcing methodology. Given the firm's focus on middle-market private credit, distressed situations, and secondary-market real estate, its deal flow likely originates through intermediaries, restructuring advisors, and direct borrower relationships. No specific sourcing partnerships, operating-partner networks, or origination platforms have been disclosed.

The firm has not publicly clarified whether it makes fund commitments alongside direct investments. Its stated strategy emphasizes direct lending, structured private equity co-investments, and direct real estate acquisitions. Any participation in third-party managed funds as a limited partner has not been confirmed through public filings or the firm's own communications.