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Exchange Place Advisors, LLC

● SEC registered since 2004CRD 125240SEC# 801-63511Sudbury, MA
Export (members)
Reg. AUM
$354M
Employees
3
Accounts
718
Location
Sudbury, MA

Exchange Place Advisors, LLC assets under management

Exchange Place Advisors, LLC is an SEC-registered investment adviser based in Sudbury, MA. The firm has been registered since 2004. It reports $354 million in regulatory assets under management and employs 3 people.

Exchange Place Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Christopher Ollquist ControlPresident / Member50-75%2003
Thomas Anthony Padovano ControlPrincipal / Senior Vice President / Chief Compliance Officer25-50%2004

Frequently asked questions

How much does Exchange Place Advisors, LLC manage?

Exchange Place Advisors, LLC reports $354 million in regulatory assets under management on its Form ADV.

How many employees does Exchange Place Advisors, LLC have?

Exchange Place Advisors, LLC reports 3 employees.

Where is Exchange Place Advisors, LLC located?

Exchange Place Advisors, LLC is based in Sudbury, MA and has been SEC-registered since 2004.

Does Exchange Place Advisors, LLC disclose fund performance?

Exchange Place Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address121 Boston Post Road, Unit 6, Sudbury, MA 01776
Phone978-443-4405
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$354M
Non-discretionary$0
Total (RAUM)$354M