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Matthew Curley Revocable Living Trust Dated March 31, 2020

Living TrustXcelsior Advisor Partners LLC

About Matthew Curley Revocable Living Trust Dated March 31, 2020

Matthew Curley Revocable Living Trust Dated March 31, 2020 is listed as Living Trust 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 Matthew Curley Revocable Living Trust Dated March 31, 2020 work?

Matthew Curley Revocable Living Trust Dated March 31, 2020 is listed as Living Trust at Xcelsior Advisor Partners LLC on SEC Form ADV.

How much of Xcelsior Advisor Partners LLC does Matthew Curley Revocable Living Trust Dated March 31, 2020 own?

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

Xcelsior Advisor Partners LLC

TitleLiving Trust
Ownership25-50%
Control personYes
Since2020