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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-2025
- Office Locations
- 1
Office Locations
About Exeter Investment Management
Exeter Investment Management is a California state-registered RIA building tax-conscious, risk-averse equity portfolios in separate accounts for individuals, families, and charitable organizations. It offers Active Long-Short Equity and Customized ETF Allocation, including tax-aware management of low-cost-basis positions in taxable accounts. Founder Jake Saroyan (CFA) previously worked at PIMCO and a small-cap hedge fund; reports custody at Interactive Brokers and Vanguard.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Technology
Owner & Executives
JACOB JAMES SAROYAN
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5679597
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,002,856 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,002,856 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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