Interchange Capital Partners

RIASEC RegisteredEst. 2020

Total AUM

$744M

Discretionary

$744M

100% of AUM

Avg account

$580K

Accounts

1,283

Employees

Advisory reps

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

FINTRX

Overview

Interchange Capital Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm acts as a capital allocator for both individual/family clients and institutional investors. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third-party managers. Compensation models include percentage-of-AUM fees, fixed fees and arrangements that can include performance-based components. The firm does not self-identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser. It lists relationships with insurance industry participants among its affiliations and combines direct portfolio management with the use of external managers to implement parts of client strategies.