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Gene Forest Pucci

Chief Compliance OfficerXcelsior Advisor Partners LLCCRD 2507378

About Gene Forest Pucci

Gene Forest Pucci is listed as Chief Compliance Officer at Xcelsior Advisor Partners LLC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Xcelsior Advisor Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gene Forest Pucci work?

Gene Forest Pucci is listed as Chief Compliance Officer at Xcelsior Advisor Partners LLC on SEC Form ADV.

How much of Xcelsior Advisor Partners LLC does Gene Forest Pucci own?

Form ADV reports a beneficial ownership band of Under 5%.

Xcelsior Advisor Partners LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025