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| Happy Holidays!! thanks for using AUM13F!! |
| Interchange Capital Partners LLC
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| CRD # | 309314 |
| SEC # | 801-118862 |
| CIK # | 0001845998 |
| AUM | $595.9 M (2025-03-27) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 412-307-4230 |
| Address | 301 Grant Street Pittsburgh, PA 15219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845998 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Semler Scientific Inc | 49.8 | ||
| Apple Inc | 16.4 | ||
| Microsoft Corp | 13.1 | ||
| Nvidia Corp | 6.1 | ||
| Amazon Com Inc | 5.4 | ||
| Facebook Inc | 5.0 | ||
| Medicus Pharma Ltd | 4.7 | ||
| iShares Comex Gold Trust | 4.2 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Tesla Motors Inc | 3.7 | ||
| Alphabet Inc | 3.5 | ||
| Grayscale Bitcoin Trust BTC | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| Home Depot Inc | 2.8 | ||
| AbbVie Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 73.2 |
| (b) Individuals (high net worth individuals) | 82 | 447.4 |
| (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 | 13 | 9.4 |
| (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 | 28 | 66.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,266 | 595.9 |
| By Discretionary | ||
| Discretionary | 1,266 | 595.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,266 | 595.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.9 | |
| Total | 1,266 | 595.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845998] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harrell Investment Partners LLC
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TX | 0.6 |
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Arjuna Capital LLC
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MA | 0.6 |
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Lesko Securities Inc
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NY | 0.6 |
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Hyposwiss Advisors Sa
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0.6 | |
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G2 Capital Management LLC
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OH | 0.6 |
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Berkeley Inc
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ID | 0.6 |
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St James Investment Company LLC
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TX | 0.6 |
|
Moss LUSE & Womble LLC
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|
TX | 0.6 |
|
Foundation Wealth Management LLC
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|
MO | 0.6 |
|
The Marshall Financial Group LLC
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|
MD | 0.6 |