E.X. Capital Partners, LLC (Philadelphia)

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.

E.X. Capital Partners: assets under management

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 firm manages $133.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.3 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at E.X. Capital Partners, LLC

Jason Beynon Meldrum joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Mark Lubert	Chief executive officer	1 Sep 2004	75% - 100%	5041012
Jason Beynon Meldrum	Chief compliance officer	1 Dec 2005	Other	5076459
Jonathan Mark Lubert	Chief compliance officer	1 Jan 2006	75% - 100%	5041012

Based in Philadelphia

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.