Exeter Investment Management
RIAState Registered
Total AUM
$27M
Discretionary
$27M
100% of AUM
Avg account
$1.9M
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335442
- Website
- www.exetermgmt.com
- Custodians
- THE VANGUARD GROUP, INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.48%
- Charitable Organizations6.02%
- Individuals3.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Exeter Investment Management is an independent, privately owned registered investment adviser operating as an LLC. The firm focuses on portfolio management for individual and small-business clients and charges both a percentage-of-AUM fee and performance-based fees. It does not present itself as a multi-state or newly formed adviser, and it is not structured as a capital allocator or pension consultant. Exeter does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Other50%
- Exchange Traded Equities32%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations