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INTERCHANGE CAPITAL PARTNERS, LLC

UUID4457b049-1f68-5764-b449-b7b4868518e0
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 309314 309314 1.0
cik 0001845998 1845998
sec_file_number 801-118862 801-118862

Profile

Websitehttps://interchangecp.com/
HQ CityPITTSBURGH
HQ StatePA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • INTERCHANGE CAPITAL PARTNERS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)595,946,643.0
  • RAUM (discretionary)595,946,643.0
  • Actionable assets522,794,555.0
  • Accounts1,266.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM9,350,305.0
  • HNW AUM447,386,063.0

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.