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INTERCHANGE CAPITAL PARTNERS

PITTSBURGH, PA · CRD 309314 · IAPD ↗ · interchangecp.com · 412-307-4230

$743.6MRegulatory AUM
7Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — INTERCHANGE CAPITAL PARTNERS grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — INTERCHANGE CAPITAL PARTNERS shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — INTERCHANGE CAPITAL PARTNERS crossed $500M in regulatory AUM ($269.6M -> $595.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2024 — INTERCHANGE CAPITAL PARTNERS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — INTERCHANGE CAPITAL PARTNERS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.