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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Stacey Lavender
Chief Compliance OfficerCRD 4365033
Abraham Marston
Chief Executive OfficerCRD 2642680
Contacts
3 of 7
Cory Reader
Vice PresidentCRD 4966365

John Van Ermen
Head of Wealth ManagementCRD 1796264

Richard Feldman
FinOpCRD 2273453
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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