Exchange Place Advisors, LLC
● SEC registered since 2004CRD 125240SEC# 801-63511Sudbury, MA
Reg. AUM
$379.7M
Employees
3
Accounts
759
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 $379.7 million in regulatory assets under management and employs 3 people.
Exchange Place Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Christopher Ollquist Control | President / Member | 50-75% | 2003 |
| Thomas Anthony Padovano Control | Principal / Senior Vice President / Chief Compliance Officer | 25-50% | 2004 |
Frequently asked questions
How much does Exchange Place Advisors, LLC manage?
Exchange Place Advisors, LLC reports $379.7 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
| Address | 121 Boston Post Road, Unit 6, Sudbury, MA 01776 |
| Phone | 978-443-4405 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$379.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$379.7Mregulatory AUM
Discretionary $379.7M