INTERCHANGE CAPITAL PARTNERS

Legal name: INTERCHANGE CAPITAL PARTNERS, LLC

CRD 309314File 801-118862

APPROVED

Retail clients

Custody

Filing as of Jun 17, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$743.6M

Above cohort median (national)

Discretionary AUM

$743.6M

Clients

218

1,283 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 8, 2020
Principal office: 301 GRANT STREET, SUITE 3550, PITTSBURGH, PA, 15219
Phone: 412-307-4230
Website: https://interchangecp.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $743.6M
Discretionary AUM: $743.6M
Non-discretionary AUM: $0
Discretionary accounts: 1,283
Non-discretionary accounts: 0
Total accounts: 1,283
AUM per client: $3.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$83.1M
Charitable organizations	11	$11.4M
High net worth individuals	86	$614.0M
Individuals (other than high net worth individuals)	110	$35.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — REFERRAL FEES
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	11	13	increased by2
Apr 1, 2026	Clients	204	218	increased by14
Apr 1, 2026	AUM	$595,946,643	$743,604,446	increased by$147,657,803
Apr 1, 2026	Accounts	1,266	1,283	increased by17
May 1, 2025 vs Oct 1, 2022	Employees	8	11	increased by3
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	130	204	increased by74
May 1, 2025 vs Oct 1, 2022	AUM	$328,168,631	$595,946,643	increased by$267,778,012
May 1, 2025 vs Oct 1, 2022	Accounts	763	1,266	increased by503
Apr 1, 2022	Employees	7	8	increased by1
Apr 1, 2022	Clients	140	130	decreased by10
Apr 1, 2022	AUM	$334,777,697	$328,168,631	decreased by$6,609,066
Apr 1, 2022	Accounts	584	763	increased by179
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “INTERCHANGE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTERCHANGE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.