Interchange Advisers LLC

Overview

Interchange Advisers LLC is a newly formed SEC-registered investment adviser organized as a limited liability company; the firm’s SEC registration date is listed as 2026. Its stated advisory focus is portfolio management for individuals and small businesses, and it intends to charge clients on a percentage-of-AUM fee basis. The firm is identified as an unclassified adviser and is not designated as a capital allocator, pension consultant, or related adviser. Interchange Advisers does not present itself as an active ESG investor and is not reported as a multi-state adviser. The firm also shows an industry affiliation with a broker-dealer, which may indicate operational or distribution ties rather than an independent broker/dealer model. Given the adviser’s new status and the limited public detail about ownership or broader business activities, Interchange appears to be in the pre-launch or early operating phase focused on private client portfolio management.

Assets & Accounts