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INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS, LLC

CRD 309314 · SEC 801-118862

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301 GRANT STREET, SUITE 3550, PITTSBURGH, PA, 15219, United States

Phone

412-307-4230

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$743.6M

Discretionary AUM

$743.6M

Team

13 total employees; 7 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; Performance-based fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Individuals110$35.1M
High net worth individuals86$614.0M
Charitable organizations11$11.4M
Corporations/business entities11$83.1M

States served

CA, MA, NY, OH, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD