# Exeter Investment Management

> Exeter Investment Management is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 335442
- Filed as: EXETER INVESTMENT MANAGEMENT
- Legal name: Exeter Investment Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335442
- AdvisorCensus page: https://advisorcensus.com/firm/exeter-investment-management-335442

## Quick answers

**How is Exeter Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Exeter Investment Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Exeter Investment Management registered with the SEC or a state?**
Exeter Investment Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335442.

**How much does Exeter Investment Management manage?**
Exeter Investment Management reports $27,002,856 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**Does Exeter Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335442

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $27,002,856
- Discretionary: $27,002,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $945,582 |
| High net worth individuals | Fewer than 5 | $24,431,532 |
| Charitable organizations | Fewer than 5 | $1,625,742 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- exetermgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Exeter Investment Management (CRD 335442): Form ADV filing data as of October 2026.