Data / Investment advisers / Pennsylvania / Interchange Capital Partners
Interchange Capital Partners, Pittsburgh, PA: $744 million AUM, SEC registered investment adviser
Interchange Capital Partners is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $744 million in regulatory assets under management in its Form ADV filed June 17, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 309314
- SEC file number
- 801-118862
- SEC status
- Approved, effective June 8, 2020
- Legal name
- Interchange Capital Partners, LLC
- Main office
- 301 Grant Street Suite 3550, Pittsburgh, PA 15219
- Phone
- (412) 307-4230
- Website
- interchangecp.com
- Regulatory AUM
- $743,604,446 in the Form ADV filed June 17, 2026
- Discretionary AUM
- $743,604,446
- Accounts
- 1,283
- Employees
- 13, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 86 | $614 million |
| Corporations or other businesses | 11 | $83.1 million |
| Individuals (other than high net worth individuals) | 110 | $35.1 million |
| Charitable organizations | 11 | $11.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $743.6 million | March 30, 2026 |
| December 1, 2025 | $595.9 million | October 14, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Henry H. Armstrong Associates, Inc. | Pittsburgh | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Trebuchet Consulting, LLC | Pittsburgh | $1.08 billion | Not listed | adviserinfo.sec.gov |
| D.B. Root & Company, LLC | Pittsburgh | $952.4 million | Not listed | adviserinfo.sec.gov |
| Absolute Capital Management, LLC | Pittsburgh | $812.1 million | Not listed | adviserinfo.sec.gov |
| Ewa, LLC | Pittsburgh | $750.7 million | Not listed | adviserinfo.sec.gov |
| Allegheny Investments | Pittsburgh | $742.1 million | Not listed | adviserinfo.sec.gov |
| Milestone Asset Management, LLC | Pittsburgh | $690.7 million | Not listed | adviserinfo.sec.gov |
| Quattro Advisors L.L.C. | Pittsburgh | $661.7 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Interchange Capital Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.