E
CRD: 125240
Exchange Place Advisors, LLC
Sudbury, MA, 01776
9784434405
$379.7M Total AUM
$379.7M Disc. AUM
12.0% 3Y CAGR
3 Employees
248 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2003
- Office Locations
- 2
Office Locations
121 Boston Post Road Unit 6 Sudbury MA
575 Washington Street 2C Canton MA
About Exchange Place Advisors, LLC
Exchange Place Advisors, LLC is a Sudbury-based RIA with 2 offices. The firm has been operating for 23 years. Managing $379.7M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
52 AVG AGE
$126.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
17.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Quantum ember
Investment Themes
Alpha value
Investment Vehicles
Alpha bridge
Services
Meridian fusion Summit oak Element Vertex horizon
Owner & Executives
J
JOHN CHRISTOPHER OLLQUIST
President
- CRD
- #839716
- Ownership
- 50% but less than 75%
(470) 646-4197
vital.vital@insightcapital.com
in linkedin.com/in/catalyst-ridge
THOMAS ANTHONY PADOVANO
Chief Compliance Officer, PRINCIPAL, SENIOR VICE PRESIDENT
- CRD
- #1341850
- Ownership
- 25% but less than 50%
(736) 216-4941
oak.meridian@crestcapital.com
in linkedin.com/in/pathway-fusion
Showing 2 of 2 owners & executives
Unlock allContacts
Daniel Robert Ollquist
--
- CRD
- #7133492
(693) 260-2577
vital.capital@alphacapital.com
in linkedin.com/in/element-value
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $379,715,479 | $500,284 |
| Non-Discretionary | $0 | -- |
| Total | $379,715,479 | $500,284 |
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Separately Managed Accounts
Total SMA Asset: $379,715,479
Public Funds:
20.3% U.S. Government/Agency:
6.6% Cash:
23.0% Equity - Exchange:
26.7% Municipal Bonds:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $672,221,832 | 20.3% |
| U.S. Government/Agency | $218,554,881 | 6.6% |
| Cash | $761,630,647 | 23.0% |
| Equity - Exchange | $884,153,838 | 26.7% |
| Municipal Bonds | $774,876,396 | 23.4% |
| Total | $3,311,437,594 | 100.0% |