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Mark Allen Peterson

Co-CeoXcelsior Advisor Partners LLCCRD 2812506

About Mark Allen Peterson

Mark Allen Peterson is listed as Co-Ceo at Xcelsior Advisor Partners LLC. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Xcelsior Advisor Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Mark Allen Peterson work?

Mark Allen Peterson is listed as Co-Ceo at Xcelsior Advisor Partners LLC on SEC Form ADV.

How much of Xcelsior Advisor Partners LLC does Mark Allen Peterson own?

Form ADV reports a beneficial ownership band of 25-50%.

Xcelsior Advisor Partners LLC

TitleCo-Ceo
Ownership25-50%
Control personYes
Since2025