Exchange Place Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sudbury, MA. Its latest Form ADV filing, dated March 25, 2026, reports $380M in regulatory assets under management, 3 employees, 1 office, and 759 accounts.
Assets Under Management
$380M
Employees
3
Offices
1 office
Total Clients
248
Primary office
SUDBURY, MA
121 BOSTON POST ROAD, UNIT 6, SUDBURY, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
156
2
HNWI
37.1%
92
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$380Mas of March 25, 2026
Discretionary100.0%
$380M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$380M
Total Accounts759
10Y AUM Change+$215M (+130.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee83:1
10Y Employee Change+1 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.