Interchange Capital Partners
Interchange Capital Partners is an SEC-registered wealth manager in Pittsburgh, PA with $743.6M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Interchange Capital Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309314, SEC 801-118862, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $743.6M (2026-06-17)
- Firm type
- Wealth Manager
- Location
- Pittsburgh, PA
- Employees
- 13
- Clients
- 218
- CRD
- 309314
- Ownership
- BAUM, AHMIEL, ELIEZER; BAUM, BRIAN, DAVID; REILLY, KENDRA, Lynn; REILLY, KENDRA; DUERR, CHRISTOPHER, MICHAEL
How much AUM does Interchange Capital Partners have?
Interchange Capital Partners reported $743.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Interchange Capital Partners?
Disclosed owners and executives of Interchange Capital Partners include BAUM, AHMIEL, ELIEZER, BAUM, BRIAN, DAVID, REILLY, KENDRA, Lynn, REILLY, KENDRA, DUERR, CHRISTOPHER, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.