Interchange Capital Partners, LLC
● SEC registered since 2020CRD 309314SEC# 801-118862Pittsburgh, PA
Reg. AUM
$743.6M
Employees
13
Accounts
1,283
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 $743.6 million in regulatory assets under management and employs 13 people.
Interchange Capital Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Baum Control | Ceo/President | Under 5% | 2020 |
| Charles Paul Friedberg Control | Chief Operating Officer | Under 5% | 2026 |
| Christopher Michael Duerr | Managing Director | Under 5% | 2026 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Interchange Capital Partners, LLC manage?
Interchange Capital Partners, LLC reports $743.6 million in regulatory assets under management on its Form ADV.
How many employees does Interchange Capital Partners, LLC have?
Interchange Capital Partners, LLC reports 13 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
| Address | 301 Grant Street, Suite 3550, Pittsburgh, PA 15219 |
| Phone | 412-307-4230 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1845998 |
| Discloses disciplinary history | No |
Regulatory AUM
$743.6M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$743.6Mregulatory AUM
Discretionary $743.6M