Interchange Capital Partners
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 309314
- Registered since
- June 8, 2020
- Website
- interchangecp.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI82.57%
- Corporations / Businesses11.17%
- Individuals4.72%
- Charitable Organizations1.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Interchange Capital Partners is an independent, SEC-registered advisory firm (registered in 2020) that acts as both a wealth manager and a capital allocator for individuals, families and institutional clients. Organized as a limited liability company, the firm provides financial planning, direct portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and the selection of third-party advisers. Its fee menu includes AUM-based fees, fixed fees, and performance-linked arrangements, indicating flexibility in client billing. Interchange identifies itself as not actively focused on ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities42%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
- Private Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$255M in ETFs
54%
$138M
43%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (JMST) | JP Morgan | Active | Muni National Short | $26.7M | 527,700 | 10.45% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 301 Grant St
- Time zone
- ET (UTC-5)
- Office locations
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