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 Aug 17, 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
Aug 12, 2026	Registration	—	APPROVED

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.