Exemplar Capital, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
155786
Registered since
January 12, 2012

Firm profile

FINTRX

Overview

Exemplar Capital, LLC is organized as a limited liability company and is registered with the SEC since 2012. FINTRX classifies the firm as "unclassified" and records ownership as a combination of a domestic entity and an individual. The dataset flags the firm as not a capital allocator and not an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The public record available through FINTRX does not include detail on the firm's client segments, advisory services, or fee schedules.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Stacey Lavender

    Stacey Lavender

    Chief Compliance OfficerCRD 4365033

Contacts

3 of 6
  • Gilles Cote

    Gilles Cote

    Managing DirectorCRD 2445906

  • Paul Dickson

    Paul Dickson

    Registered RepresentativeCRD 5386591

  • Abraham Marston

    Investment Adviser RepresentativeCRD 2642680

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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