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Interchange Capital Partners, LLC

● SEC registered since 2020CRD 309314SEC# 801-118862Pittsburgh, PA
Export (members)
Reg. AUM
$595.9M
Employees
11
Accounts
1,266
Location
Pittsburgh, PA

Interchange Capital Partners, LLC assets under management

Interchange Capital Partners, LLC operates as an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2020. It reports $595.9 million in regulatory assets under management and employs 11 people.
interchangecp.comView on SEC.gov ↗

Interchange Capital Partners, LLC owners & executives

6 reported
NameTitleOwnershipSince
Ahmiel Eliezer Baum ControlChief Compliance Officer/Executive Chairman Of The BoardUnder 5%2020
Brian David Baum ControlCeo/President/Trustee10-25%2020
Interchange 2024 Irrevocable TrustOwnerOver 75%2024
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Frequently asked questions

How much does Interchange Capital Partners, LLC manage?

Interchange Capital Partners, LLC reports $595.9 million in regulatory assets under management on its Form ADV.

How many employees does Interchange Capital Partners, LLC have?

Interchange Capital Partners, LLC reports 11 employees.

Where is Interchange Capital Partners, LLC located?

Interchange Capital Partners, LLC is based in Pittsburgh, PA and has been SEC-registered since 2020.

Does Interchange Capital Partners, LLC disclose fund performance?

Interchange Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 Grant Street, Suite 3550, Pittsburgh, PA 15219
Phone412-307-4230
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1845998
Discloses disciplinary historyNo

Assets under management

Discretionary$595.9M
Non-discretionary$0
Total (RAUM)$595.9M