Exchange Place Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Exchange Place Advisors LLC
CRD #125240
SEC #801-63511
CIK #
AUM $308.9 MM (2024-03-22)
Employees 3 (100% Investors, 0% Brokers)
Phone978-443-2713
Address121 Boston Post Road
Sudbury, MA 01776
Source [IAPD]
Total AUM ($MM)
3502802101407002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 158 46.4
(b) Individuals (high net worth individuals) 80 262.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.4
(n) Other 0 0.0
Total 706 308.9
By Discretionary
Discretionary 706 308.9
Non-Discretionary 0 0.0
Total 706 308.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 308.9
Total 706 308.9
Comparable Firms State AUM ($BB)
MGB Wealth Management LLC
TX 0.3
Potentia RIA LLC
CA 0.3
Front Row Advisors LLC
CA 0.3
Signet Investment Advisory Group Inc
RI 0.3
Sentinel Wealth Management Inc
VA 0.3
Buttonwood Financial Advisors Inc
MD 0.3
American Trust Investment Advisors LLC
NH 0.3
Dougherty & Associates Financial Advisors Inc
MN 0.3
Weybosset Research & Management LLC
RI 0.3
Triton Wealth Management PLLC
AZ 0.3
Terms | Privacy | Guide
tony@aum13f.com