Exemplar Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
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 with ownership recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and records that it does not act as a capital allocator. The dataset also indicates the firm is not flagged as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser; it is likewise not identified as a newly formed adviser. The firm has not supplied descriptive detail about its advisory activities, client segments, fee structure, or typical business lines in the FINTRX entry. That limits what can be said about target clients, investment approach, or fee arrangements beyond the governance and classification attributes above.

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

2 of 2
  • Stacey Lavender

    Stacey Lavender

    Chief Compliance OfficerCRD 4365033

  • Abraham Marston

    Abraham Marston

    Chief Executive OfficerCRD 2642680

Contacts

3 of 7
  • Cory Reader

    Cory Reader

    Vice PresidentCRD 4966365

  • John Van Ermen

    John Van Ermen

    Head of Wealth ManagementCRD 1796264

  • Richard Feldman

    Richard Feldman

    FinOpCRD 2273453

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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