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⚲
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| Exeter Property Group LLC
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| |
|---|---|
| CRD # | 161935 |
| SEC # | 801-74368 |
| CIK # | |
| AUM | $26.6 BB (2024-03-29) |
| Employees | 227 (42% Investors, 5% Brokers) |
| Phone | 610-828-3200 |
| Address | Five Radnor Corporate Center Radnor, PA 19087 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | EQT Exeter Industrial Value Fund VI LP | [2023-03-31] | 0.0 | 987.1 |
| RE | EQT Exeter Industrial Core-Plus Fund IV LP | [2022-03-31] | 0.1 | 1,965.5 |
| RE | EM P28 Opportunities Fund LP | 2021-03-31 | 107.1 | |
| RE | Exeter Europe Logistics Value Fund IV SCSP | [2021-03-31] | 473.4 | 1,508.4 |
| RE | Exeter Office Value Fund II LP | [2021-03-31] | 215.0 | 44.0 |
| RE | Exeter Europe Industrial Core Fund SCSP | [2020-08-07] | 220.4 | 1,978.8 |
| RE | Exeter Europe Multi-Family II SCSP | 2020-03-31 | 44.5 | |
| RE | Exeter Industrial Value Fund V LP | [2020-03-31] | 0.0 | 5,707.9 |
| RE | Exeter Europe Multi-Family I SCSP | 2019-03-26 | 49.0 | |
| RE | Exeter Industrial Core Fund III LP | [2019-03-26] | 0.0 | 2,874.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 26.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 26.6 |
| By Discretionary | ||
| Discretionary | 14 | 26.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 26.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.6 | |
| United States Persons | 21.0 | |
| Total | 14 | 26.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Kevin Shea | 20 | |||
| Milic Sutic | 16 | |||
| Peter Lloyd | 5 | |||
| Edward Fitzgerald | 47 | |||
| Timothy Weber | 34 | |||
| Edward Fitzgerald III | 16 | |||
| Exeter Property Group LLC | 11 | |||
| J Lloyd | 9 | |||
| Vincent Reed | 9 | |||
| Exeter Property Group V LP | 3 | |||
| View All | ||||
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