Interchange Advisers LLC

Overview

Interchange Advisers LLC is a limited liability company that registered with the SEC in 2026 and is characterized as a newly formed investment adviser. Ownership is held by a mix of a domestic entity and an individual. The firm is not designated as a capital allocator and is listed as an unclassified entity within the source dataset. The firm’s advisory activity centers on managing portfolios for individuals and small businesses. Its fee model is a percentage of assets under management. Interchange Advisers is affiliated with a broker-dealer and does not operate as a pension consultant or a related adviser to another registered manager. The firm is not identified as an active ESG investor and is not registered to provide multi-state advisory services.

Assets & Accounts