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 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
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 6
Gilles Cote
Managing DirectorCRD 2445906

Paul Dickson
Registered RepresentativeCRD 5386591
Abraham Marston
Investment Adviser RepresentativeCRD 2642680
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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