Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Global
- Typical ticket
- $2m–$10m
- AUM
- 400 M - 1 B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Excellent Capital, a single family office based in Newport Beach, California, was founded by Simon Zhang in 2014. The firm invests through private…
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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