Skip to main content

EXCHANGE PLACE ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$379,715,479
Discretionary
$379,715,479
Non-discretionary
$0

Firm details

CRD number
125240
SEC file number
801-63511
Main office
SUDBURY, MA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.