Exchange Place Advisors, LLC
Exchange Place Advisors, LLC is an SEC-registered wealth manager in Sudbury, MA with $379.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Exchange Place Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125240, SEC 801-63511, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $379.7M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Sudbury, MA
- Employees
- 3
- Clients
- 248
- CRD
- 125240
- Ownership
- OLLQUIST, JOHN, CHRISTOPHER; PADOVANO, THOMAS, ANTHONY
How much AUM does Exchange Place Advisors, LLC have?
Exchange Place Advisors, LLC reported $379.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Exchange Place Advisors, LLC?
Disclosed owners and executives of Exchange Place Advisors, LLC include OLLQUIST, JOHN, CHRISTOPHER, PADOVANO, THOMAS, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.