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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS, LLC, CRD 309314

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da3a1541-05c3-e543-8f92-95a3aef56513

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 8
On other graphs: 1
Observed: May 6, 2020 to Jun 17, 2026
27 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Interchange Capital Partners

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $744MItem 5.F on the latest filing (2026-06-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $744M
Private client RAUM: $649MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $93.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,283
Individual clients: 110
High net worth clients: 86
Custody, client assets: $260M
SEC number: 801-118862
CIK: 1845998
CRD: 309314
Filings on the tape: 27
First filed: May 6, 2020
Latest filed: Jun 17, 2026
Organised: Limited Liability Company, DE
Website: interchangecp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN DAVID BAUM	Certified Financial Planner	PITTSBURGH, PA	6	14	1	no
Kendra Lynn Kasznel Reilly	Certified Financial Planner	PITTSBURGH, PA	6	12	2	no
AHMIEL ELIEZER BAUM	Certified Financial Planner	PITTSBURGH, PA	6	46	1	no
CHRISTOPHER MICHAEL DUERR	Certified Financial Planner\|Chartered Financial Analyst	PITTSBURGH, PA	4	14	1	no
Peter Jacob Erin	Chartered Financial Analyst	PITTSBURGH, PA	1	10	n/a	no
Samuel Peter Hopps	Certified Financial Planner	PITTSBURGH, PA	1	11	n/a	no
Chuo Lin Loo	n/a	PITTSBURGH, PA	1	11	n/a	no
Alyssa Jean Albaugh	n/a	PITTSBURGH, PA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAUM, AHMIEL, ELIEZER	CHIEF COMPLIANCE OFFICER/EXECUTIVE CHAIRMAN OF THE BOARD	E	yes	06/2020	Jun 12, 2020	Dec 23, 2024
BAUM, BRIAN, DAVID	MANAGING DIRECTOR/CEO/PRESIDENT	B	yes	06/2020	Jun 12, 2020	Dec 23, 2024
REILLY, KENDRA, Lynn	Partner	Na	yes	06/2020	Jun 12, 2020	Dec 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INTERCHANGE CAPITAL INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$744M	$744M	13	7	1	n/a	n/a
2024	Mar 27, 2025	$596M	$596M	11	4	1	n/a	n/a
2023	Feb 5, 2024	$270M	$270M	9	6	1	n/a	n/a
2022	Mar 30, 2023	$217M	$217M	10	5	1	n/a	n/a
2021	Mar 28, 2022	$328M	$328M	8	5	1	n/a	n/a
2020	Mar 12, 2021	$335M	$335M	7	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$744M	$596M	24.8%	$217M	50.7%	13	11	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UBS FINANCIAL SERVICES INC.	3	Jul 6, 2020	Jan 19, 2022	PITTSBURGH, PA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (9)

← Alyssa Jean AlbaughAdvisorregistration: current employment
Mar 19, 2026 to presentfactForm ADV
← Chuo Lin LooAdvisorregistration: current employment
Jul 12, 2025 to presentfactForm ADV
← Samuel Peter HoppsAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← Peter Jacob ErinAdvisorregistration: current employment
Apr 30, 2025 to presentfactForm ADV
← CHRISTOPHER MICHAEL DUERRAdvisorregistration: current employment
Jan 19, 2022 to presentfactForm ADV
← BRIAN DAVID BAUMAdvisorregistration: current employment
Jun 12, 2020 to presentfactForm ADV
← Kendra Lynn Kasznel ReillyAdvisorregistration: current employment
Jun 12, 2020 to presentfactForm ADV
← AHMIEL ELIEZER BAUMAdvisorregistration: current employment
Jun 12, 2020 to presentfactForm ADV
← Tyler HoustonAdvisorregistration: previous registration
May 12, 2024 to May 31, 2024factForm ADV

Controls (3)

← BAUM, BRIAN, DAVIDOwnerMANAGING DIRECTOR/CEO/PRESIDENT, ownership code B, individual
Jun 12, 2020 to Dec 23, 2024factForm ADV
← REILLY, KENDRA, LynnOwnerPARTNER, ownership code NA, individual
Jun 12, 2020 to Dec 23, 2024factForm ADV
← BAUM, AHMIEL, ELIEZEROwnerCHIEF COMPLIANCE OFFICER/EXECUTIVE CHAIRMAN OF THE BOARD, ownership code E, individual
Jun 12, 2020 to Dec 23, 2024factForm ADV

Moved with (1)

← UBS FINANCIAL SERVICES INC.Registered adviser3 advisors, team lift out, same day
Jul 6, 2020 to Jan 19, 2022factForm ADV

Dated events

Occurred
Mar 27, 2025
Regulatory AUM changed
Interchange Capital Partners reported RAUM $595.9M, up 121% from $269.6M (2024-12-23 to 2025-03-27)
Form ADVobserved 4 days ago
$326M
Occurred
May 31, 2024
Advisor changed firm
Tyler Houston left Interchange Capital Partners for Ewa, Llc (registered 2026-01-20)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
Interchange Capital Partners reported RAUM $217.1M, down 34% from $328.2M (2022-06-30 to 2023-03-30)
Form ADVobserved 4 days ago
$-111M
Occurred
Jun 12, 2020
Control person left
William Alexander Hansen (Chief Compliance Officer) no longer on Schedule A of Interchange Capital Partners (listed 2020-05-18, absent 2020-06-12)
Form ADVobserved 4 days ago
Occurred
Jun 12, 2020
Control person left
Nmn Corey Kupfer (Sole Member) no longer on Schedule A of Interchange Capital Partners (listed 2020-05-18, absent 2020-06-12)
Form ADVobserved 4 days ago
Occurred
Jun 12, 2020
Control person joined
Eliezer Ahmiel Baum (Chief Compliance Officer/Chief Executive Officer) appeared on Schedule A of Interchange Capital Partners
Form ADVobserved 4 days ago
Occurred
Jun 12, 2020
Control person joined
David Brian Baum (Managing Director) appeared on Schedule A of Interchange Capital Partners
Form ADVobserved 4 days ago
Occurred
May 6, 2020
First Form ADV filing
Interchange Capital Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da3a1541-05c3-e543-8f92-95a3aef56513
First observed: May 6, 2020
Last observed: Jun 17, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS, LLC, CRD 309314

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da3a1541-05c3-e543-8f92-95a3aef56513

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN DAVID BAUM

Certified Financial Planner

PITTSBURGH, PA

Kendra Lynn Kasznel Reilly

Certified Financial Planner

PITTSBURGH, PA

AHMIEL ELIEZER BAUM

Certified Financial Planner

PITTSBURGH, PA

CHRISTOPHER MICHAEL DUERR

Certified Financial Planner|Chartered Financial Analyst

PITTSBURGH, PA

Peter Jacob Erin

Chartered Financial Analyst

PITTSBURGH, PA

n/a

Samuel Peter Hopps

Certified Financial Planner

PITTSBURGH, PA

n/a

Chuo Lin Loo

n/a

PITTSBURGH, PA

n/a

Alyssa Jean Albaugh

n/a

PITTSBURGH, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAUM, AHMIEL, ELIEZER

CHIEF COMPLIANCE OFFICER/EXECUTIVE CHAIRMAN OF THE BOARD

yes

06/2020

Jun 12, 2020

Dec 23, 2024

BAUM, BRIAN, DAVID

MANAGING DIRECTOR/CEO/PRESIDENT

yes

06/2020

Jun 12, 2020

Dec 23, 2024

REILLY, KENDRA, Lynn

Partner

yes

06/2020

Jun 12, 2020

Dec 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTERCHANGE CAPITAL INSURANCE, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$744M

n/a

2024

Mar 27, 2025

$596M

n/a

2023

Feb 5, 2024

$270M

n/a

2022

Mar 30, 2023

$217M

n/a

2021

Mar 28, 2022

$328M

n/a

2020

Mar 12, 2021

$335M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$744M

$596M

24.8%

$217M

50.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UBS FINANCIAL SERVICES INC.

Jul 6, 2020

Jan 19, 2022

PITTSBURGH, PA

Team lift out

Wirehouse to new firm

0.0%