Interchange Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 30, 2026, reports $744M in regulatory assets under management, 13 employees, 1 office, and 1,283 accounts.
Assets Under Management
$744M
Employees
13
Offices
1 office
Total Clients
218
Primary office
PITTSBURGH, PA
301 GRANT STREET, SUITE 3550, PITTSBURGH, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
110
2
HNWI
39.4%
86
3
Charitable
5.0%
11
4
Corporations
5.0%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$744Mas of March 30, 2026
Discretionary100.0%
$744M
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$744M
Total Accounts1,283
10Y AUM Change+$744M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee17:1
10Y Employee Change+6 (+85.7%)
* 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.