Interchange Capital Partners
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 309314
- Registered since
- June 8, 2020
- Website
- interchangecp.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI82.57%
- Corporations / Businesses11.17%
- Individuals4.72%
- Charitable Organizations1.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Interchange Capital Partners is an independent registered investment adviser organized as an LLC and registered with the SEC since 2020. The firm acts as a capital allocator to both individual and institutional clients, delivering financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. It also performs selection-of-other-advisers work, indicating it places client capital with third-party managers alongside internally advised strategies. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not a multi-state adviser. Industry affiliation with an insurance company is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities42%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
- Private Funds3%
Owners & executives
3 of 3
Brian Baum
CEO & PresidentCRD 5932958
Ahmiel Baum
CEO and FounderCRD 703998
Charles Friedberg
Chief Operating and Compliance OfficerCRD 2585308
Contacts
3 of 6
Samuel Hopps
AssociateCRD 8122834
Chuo Loo
AnalystCRD 8120693
Alyssa Albaugh
Vice PresidentCRD 7098740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$152M in ETFs
76%
$116M
23%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT) | BlackRock | Passive | Foreign Large Blend | $11.8M | 298,137 | 7.77% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 301 Grant St
- Time zone
- ET (UTC-5)
- Office locations
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