Exeter Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 335442
- 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 a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm’s stated advisory activity is portfolio management for individuals and small businesses. Its fee model includes a traditional percentage-of-assets arrangement and the ability to charge performance-based fees. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
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
1 of 1
Jacob Saroyan
Founder & CEOCRD 5679597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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