E.X. Capital Partners, LLC is a large advisory firm based in Philadelphia. It manages $133.3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.
E.X. Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of E.X. Capital Partners, LLC is $133.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay E.X. Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jason Beynon Meldrum joined the executive team most recently as the Chief Compliance Officer.
The principal office where E.X. Capital Partners, LLC performs its advisory services is located at Cira Centre, 2929 Arch Street, Philadelphia, PA 19104 2868, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-972-2416 or by fax 215-972-0411. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.