Peter
Early

Exos Asset Management LLC

CRD#2242267
Investment Advisor
in New York, NY

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About this Advisor

Peter Early is a financial advisor working in New York, New York. Early is currently employed by Exos Asset Management LLC. Throughout their career, they have worked at Trend Capital, Sofi, Finvc, Early Ventures, Aspiration, Exos Asset Management LLC and Exos Securities LLC. Early has Series 65, Series 63 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Exos Asset Management LLC is a registered investment business operating out of New York, NY. It handles $886 million in assets among its eight customer accounts, placing it among the larger firms in the nation by assets under management. Exos Asset Management LLC offers a few services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors largely depend on the services. However, fee types billed by Exos Asset Management LLC may include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1370 Broadway Suite 1450
New York, NY 10018

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Exos Asset Management LLC Brokerage Details

Total Assets Under Management

$886,382,005

NY Average: $7,464,549,021
Total Number of Employees

88

NY Average: 88
Total Number of Accounts

8

NY Average: 3,892
Average Account Size

$110,797,751

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Peter Early Work History

Peter has been registered as a financial advisor for 0 years.*

2019 - Present (5 years)

Exos Asset Management LLC

2019 - Present (5 years)

Exos Securities LLC

2018 - Present (6 years)

Finvc

2018 - Present (6 years)

Aspiration

2018 - 2019 (1 year)

Early Ventures

2017 - 2017 (< 1 year)

Sofi

2011 - 2015 (4 years)

Trend Capital

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Early to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Exos Asset Management LLC

Matteo Nicoli
New York, NY
Michael Forstl
New York, NY
Dewey Tucker
New York, NY
Michael Bissmeyer
New York, NY
Peter Early
New York, NY
Graham Radman
New York, NY
Edgar Ortiz
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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