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 an SEC-registered advisory firm formed as a limited liability company and first registered in 2012. Ownership is listed as a combination of a domestic entity and an individual, and the firm’s internal classification in the snapshot is “Unclassified.” The firm’s FINTRX profile indicates a narrow set of disclosed characteristics: it is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated as a multistate adviser. The snapshot also flags that it is neither a pension consultant nor a related adviser. FINTRX does not provide further detail on the firm’s advisory activities, client segments, fee model, or investment preferences.
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
John Van Ermen
Head of Wealth ManagementCRD 1796264

Richard Feldman
FinOpCRD 2273453

Andrew Szabo
Managing DirectorCRD 1303597
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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