Interchange Capital Partners, Llc
- Regulatory AUM
- $744M
- Discretionary
- $744M
- Clients
- 218
- Avg AUM / client
- $3.4M
- Accounts
- 1,283
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $35.1M | 4.72% |
| High net worth individuals | 86 | $614M | 82.6% |
| Charitable organizations | 11 | $11.4M | 1.54% |
| Corporations and other businesses | 11 | $83.1M | 11.2% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ahmiel Eliezer Baum | Chief Compliance Officer/Executive Chairman Of The Board | CFP | Jun 2020 (6y) | 75% or more |
| Brian David Baum | Managing Director/Ceo/President | CFP | Jun 2020 (6y) | 10% – 25% |
| Kendra Lynn Kasznel Reilly | Partner | CFP | Jun 2020 (6y) | Less than 5% |
| Christopher Michael Duerr | Registered representative | CFP CFA | Jan 2022 (5y) | |
| Peter Jacob Erin | Registered representative | CFA | Apr 2025 (1y) | |
| Samuel Peter Hopps | Registered representative | CFP | Jul 2025 (1y) | |
| Chuo Lin Loo | Registered representative | Jul 2025 (1y) | ||
| Alyssa Jean Albaugh | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Pershing $550M (74% of AUM) Jun 2026
- Charles Schwab & Co. $116M (16% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗