Firm profile

EXETER PROPERTY GROUP, LLC

RADNOR, PACRD 161935Latest ADV March 31, 2026

Exeter Property Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Radnor, PA. Its latest Form ADV filing, dated March 31, 2026, reports $35.1B in regulatory assets under management, 222 employees, 1 office, and 16 accounts.

Assets Under Management
$35.1B
Employees
222
Offices
1 office
Total Clients
16
Primary office
RADNOR, PA
FIVE RADNOR CORPORATE CENTER, 100 MATSONFORD ROAD, SUITE 250, RADNOR, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(610) 828-3200
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CCOBarry E. Breen
CFOJohn P. Lloyd
CIOMatthew J. Brodnick

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
16

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$35.1Bas of March 31, 2026
Discretionary100.0%
$35.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$35.1B
Total Accounts16
10Y AUM Change+$29.8B (+563.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees222
Clients per Employee0:1
10Y Employee Change+121 (+119.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.