EXCHANGE PLACE ADVISORS, LLC

Overview

Exchange Place Advisors, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a concentration-driven investment model that leans heavily on pooled public funds—primarily mutual funds—rather than concentrated single-stock strategies or broad direct alternatives. Its fee mix includes asset-based fees, hourly charges and fixed-fee engagements, which supports both ongoing wealth-management relationships and project-based planning work. Investment activity centers on manager selection within public mutual funds and model-driven portfolios. Exchange Place Advisors does not identify as an active ESG investor, and it does not position itself as a capital allocator to bespoke private managers. The firm’s operations and client work appear oriented toward delivering diversified, professionally managed mutual-fund exposure through discretionary mandates rather than running concentrated equity bets or heavy direct indexing programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices