EXETER PROPERTY GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$35.1B
Discretionary
$35.1B
100% of AUM
Avg account
$2.2B
Accounts
16
Employees
222
Advisory reps
5

Firm details

Headquarters
RADNOR, Pennsylvania
CRD number
161935
Registered since
March 26, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Exeter Property Group, LLC operates as an institutional-focused real estate manager organized as a limited liability company and registered with the SEC since 2012. Its core business is managing pooled real estate investment vehicles where it typically serves as sponsor, general partner or managing member. The firm charges both asset-based management fees and performance-linked fees, and reports being an active ESG investor. Beyond advisory duties for pooled vehicles, Exeter maintains several industry affiliations — including broker-dealer relationships, commodity pool/CTA activity, and real estate brokerage roles — that reflect an integrated sponsor/manager model rather than a pure third-party allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • MATTHEW BRODNICK

    Global Chief Investment OfficerCRD 3012488

  • Barry Breen

    Chief Compliance OfficerCRD 6697996

  • JOHN LLOYD

    Chief Financial OfficerCRD 2868785

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Contacts

1 of 1
  • Henry Steinberg

    PartnerCRD 7997610

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RADNOR, PA

DELAWARE

Location

RADNOR, PA

Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
5 Radnor Corporate Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth