Exemplar Capital, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 155786
- Registered since
- January 12, 2012
- Website
- exemplarcompanies.com
Firm profile
FINTRXOverview
Exemplar Capital, LLC is organized as a limited liability company and is listed as SEC-registered since 2012. FINTRX classifies ownership as a mix of a domestic entity and an individual and does not assign the firm to a more specific advisory classification. The data set flags several operational attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, is not newly formed, and is not a pension consultant or related adviser. FINTRX does not provide detail on the firm’s client segments, fee schedule, business activities, or investment/advisory services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Stacey Lavender
Chief Compliance OfficerCRD 4365033
Abraham Marston
Chief Executive OfficerCRD 2642680
Contacts
3 of 7
Cory Reader
Registered RepresentativeCRD 4966365

John Van Ermen
Head of Wealth ManagementCRD 1796264

Richard Feldman
FinOpCRD 2273453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 265 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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