Interchange Capital Partners, LLC
Interchange Capital Partners, LLC is a Pittsburgh, PA-based registered investment adviser founded by Ahmie and Brian Baum. The firm specializes in consulting and strategy services for family-owned businesses, focusing on guiding families through ownership transitions and addressing the intersection of personal, business, family, and ownership dynamics. Interchange Capital Partners serves family business leaders seeking clarity and strategy during major wealth and business transition events. As of the most recent filings, the firm has 11 employees.
Investment Strategy
Interchange Capital Partners provides consultative, bespoke strategies for family-owned businesses, focusing primarily on business and wealth transitions. The firm's approach centers on tailored planning for the lifecycle of family business ownership: aligning long-term business and family objectives before a transition, facilitating financial and operational smoothness during the transition, and providing ongoing wealth management after. They employ scenario modeling, education, and 90-day rolling action plans to help clients manage complexity, preserve legacy, and achieve both personal and financial goals.
Top Holdings
Equity Positions (288)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SMLR | SEMLER SCIENTIFIC INC | 11.42% | $49.8M | 1,284,575 | $36.20 | $38.74 | +$3.3M |
J JMST | J P MORGAN EXCHANGE TRADED F | 8.12% | $35.4M | 694,420 | $50.85 | $50.92 | +$23.0M |
J JAAA | JANUS DETROIT STR TR | 3.86% | $16.8M | 331,350 | $50.75 | $50.75 | +$16.8M |
A AAPL | APPLE INC | 3.76% | $16.4M | 79,881 | $208.52 | $205.17 | -$1.5M |
I IQLT | ISHARES TR | 3.12% | $13.6M | 314,522 | $32.21 | $43.22 | +$1.7M |