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 SEC-registered; the firm appears in regulatory records dating back to 2012. Ownership is listed as a combination of a domestic entity and an individual. In the snapshot data the firm is classified as "unclassified" and it does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not supply descriptive material about its advisory services, fee schedules, client segments, investment process, or external affiliations. Because those fields are blank in the source record, there is no published detail here about client targeting, portfolio construction priorities, or model/managed-account usage.
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
1 of 1
Stacey Lavender
Chief Compliance OfficerCRD 4365033
Contacts
3 of 7Sean Campbell
Managing DirectorCRD 4194223

Gilles Cote
Managing DirectorCRD 2445906

Paul Dickson
Registered RepresentativeCRD 5386591
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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