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INTERCHANGE CAPITAL PARTNERS
PITTSBURGH, PA
412-307-4230
SEC #801-118862Total AUM
$743.6M
Employees
13Clients
218Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
301 GRANT STREET
SUITE 3550
PITTSBURGH
PA 15219
United States
SUITE 3550
PITTSBURGH
PA 15219
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
412-307-4230
Other Offices
1
Financials
Total AUM
$743.6M
Accounts
1,283Discretionary
$743.6M
Accounts
1,283Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
110AUM
$35.1M
HNW Individual Clients
86AUM
$614M
Charitable Organization Clients
11AUM
$11.4M
Corporation or Business Clients
11AUM
$83.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BUSINESS CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
CAFLMANYOHPATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.