EXEMPLAR CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
8
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 documented as an SEC-registered adviser since 2012. The firm's ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and notes it is not a capital allocator, not an active ESG investor, and not designated as a multi-state adviser. Standard fields for client base, fee structure, business activities and advisory offerings are blank in the available snapshot, so there is limited public detail about the firm’s target clients or core service lines.

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

    Chief Compliance OfficerCRD 4365033

Contacts

3 of 7
  • SEAN CAMPBELL

    Managing DirectorCRD 4194223

  • Gilles Cote

    Managing DirectorCRD 2445906

  • PAUL DICKSON

    Registered RepresentativeCRD 5386591

Unlock 4 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth