Private fund adviser · Radnor, PA
Exeter Property Group, LLC
EQT Real Estate, LLC · SEC-registered investment adviser · CRD 161935 · SEC 801-74368
At a glance
Exeter Property Group, LLC is an SEC-registered investment adviser based in Radnor, Pennsylvania, with $35.1 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 223rd of 4,686 private fund advisers and 581st of 17,210 SEC-registered advisers by assets.
Main office 610-828-3200eqtgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $35B
- Rank among private fund advisers
- #223 of 4,686
- Rank among all SEC RIAs
- #581 of 17,210
- Rank in Pennsylvania
- #22 of 564
- Clients
- 16
- Accounts
- 16
- Discretionary
- 100% of AUM
- Employees
- 222
- Advisory staff
- 101
- Offices
- 2
Owners and executives on its Form ADV
- Barry E. BreenChief Compliance Officer
- John P. LloydDirector, Chief Financial Officer
- Brian M. FogartyDirector
- Henry SteinbergDirector, President
- Matthew J. BrodnickDirector, Chief Investment Officer
Custody and brokerage
Custodian
Exeter Property Group, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: EQT Partners BD, LLC.
- EQT Partners BD, LLC ↗CRD 322826
Its Form ADV brochure (filed March 2026) names EQT Partners BD as the broker-dealer its advisers are registered with.
The registered representatives of EQT Partners BD will be dual employees of both EQT Real Estate, LLC and EQT Partners Inc. and that some of these dual employees will be engaged in both EQT Real Estate’s or EQT Partners Inc.’s advisory acti
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 16 | $35B | 100% |
Private funds
Exeter Property Group, LLC reports 15 private funds with $31B in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Exeter Property Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗eqtgroup.com ↗
AtlasMembers
The full record on Exeter Property Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 468 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Exeter Property Group, LLC manage?
Exeter Property Group, LLC reports $35.1 billion in regulatory assets under management across 16 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Exeter Property Group, LLC?
Exeter Property Group, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Exeter Property Group, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($35.1 billion, 16 clients).
Does Exeter Property Group, LLC manage private funds?
Yes. It reports 15 private funds with $31.5 billion in gross assets, including real estate funds.
Does Exeter Property Group, LLC have any disciplinary history?
Exeter Property Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Exeter Property Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →