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| Interchange Capital Partners LLC
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|---|---|
| CRD # | 309314 |
| SEC # | 801-118862 |
| CIK # | 0001845998 |
| AUM | 743.6 M (2026-06-17) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 22.5 | ||
| Nvidia Corp | 14.0 | ||
| Microsoft Corp | 12.1 | ||
| Alphabet Inc | 11.1 | ||
| Asset Entities Inc | 9.6 | ||
| Amazon Com Inc | 8.4 | ||
| Alphabet Inc | 7.5 | ||
| Micron Technology Inc | 7.0 | ||
| Tesla Motors Inc | 6.1 | ||
| Broadcom Inc | 6.0 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Facebook Inc | 5.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.0 | ||
| Applied Materials Inc /DE | 4.5 | ||
| AbbVie Inc | 4.1 | ||
| CrowdStrike Holdings Inc | 3.7 | ||
| Johnson & Johnson | 3.4 | ||
| UnitedHealth Group Inc | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 35.1 |
| (b) Individuals (high net worth individuals) | 86 | 614.0 |
| (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 | 11 | 11.4 |
| (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 | 11 | 83.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,283 | 743.6 |
| By Discretionary | ||
| Discretionary | 1,283 | 743.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,283 | 743.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 743.6 | |
| Total | 1,283 | 743.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845998] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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