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| Keyboard |
| Exchange Place Advisors LLC
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|
|---|---|
| CRD # | 125240 |
| SEC # | 801-63511 |
| CIK # | |
| AUM | 379.7 M (2026-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 978-443-4405 |
| Address | 121 Boston Post Road Sudbury, MA 01776 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 45.4 |
| (b) Individuals (high net worth individuals) | 92 | 333.8 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 759 | 379.7 |
| By Discretionary | ||
| Discretionary | 759 | 379.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 759 | 379.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.7 | |
| Total | 759 | 379.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sculati Wealth Management LLC
✚
|
MI | 381.5 M |
|
LPFG LLC
✚
|
OH | 381.3 M |
|
Goepper Burkhardt LLC
✚
|
SC | 380.3 M |
|
CMG Global Holdings LLC
✚
|
TX | 379.4 M |
|
All Terrain Financial Advisors LLC
✚
|
MN | 379.2 M |
|
MKT and Associates LLC
✚
|
WA | 378.7 M |
|
Legacy CG LLC
✚
|
TX | 378.6 M |
|
Agnello Financial Group Inc
✚
|
FL | 378.6 M |
|
BOCA Wealth Advisors LLC
✚
|
FL | 378.6 M |
|
Auour Investments LLC
✚
|
MA | 378.0 M |