$743.6M Total AUM
$743.6M Disc. AUM
47.5% 3Y CAGR
13 Employees
218 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- PeakBridge timber +more
- Established Date
- 06-08-2020
- Office Locations
- 1
Office Locations
301 Grant Street Suite 3550 Pittsburgh PA
About Interchange Capital Partners
Interchange Capital Partners is a Pittsburgh-based consulting and strategy firm for family-owned businesses, founded by father-and-son team Ahmie and Brian Baum. They guide family leaders through ownership transitions by balancing personal, business, family, and ownership dynamics, using their Clarity Foundation™ process—scenario modeling, education, and rolling 90-day action plans—to support preservation and growth of the business legacy.
Team overview
33 AVG AGE
$106.2M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
3 yrs AVG TENURE
13 Employees
7 Advisory Reps
7 RIA Reps
6yrs Firm Age
Insights
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Accredited Investors
Matrix fusion Fusion frontier
Asset Classes
Summit delta Timber Momentum Glacier frontier Alpha Atlas Atlas focus Vertex
Client Personas
Focus crest Peak vital
Custodian
North oak Alpha timber Catalyst zenith Beacon frontier Fusion Catalyst timber Glacier Crest Bridge
Investment Themes
Glacier ember Vector delta Crest harbor Signal Harbor bridge
Investment Vehicles
Summit element Glacier Prime
Platform
Harbor unison Bridge delta
Services
Signal peak Beacon Harbor Peak Alpha Prime Alpha Beacon Harbor Harbor timber Capital
Technology
Element timber Optima Frontier timber Focus horizon Foundation Atlas Ember Pioneer
Owner & Executives
BRIAN DAVID BAUM
Chief Executive Officer, President
- CRD
- #5932958
- Ownership
- Less than 5%
(501) 412-1593
quantum.matrix@focuscapital.com
in linkedin.com/in/optima-pioneer
C
CHRISTOPHER MICHAEL DUERR
MANAGING DIRECTOR, Senior Director
- CRD
- #5970538
- Ownership
- Less than 5%
(925) 894-6471
radial.quantum@ridgecapital.com
in linkedin.com/in/vertex-legacy
F
Fusion radial
Alpha unison eagle
- CRD
- #63934
- Ownership
- 30.1%
(496) 607-5386
bridge.beacon@capitalcapital.com
in linkedin.com/in/frontier-unison
Showing 2 of 4 owners & executives
Unlock allContacts
A
Alyssa Jean Albaugh
--
- CRD
- #7098740
(374) 796-8582
peak.timber@frontiercapital.com
in linkedin.com/in/signal-timber
A
AHMIEL ELIEZER BAUM
--
- CRD
- #703998
(426) 348-7749
timber.vertex@vitalcapital.com
in linkedin.com/in/unison-vital
O
Optima foundation
Catalyst matrix bridge
- CRD
- #17517
(320) 607-8266
glacier.glacier@momentumcapital.com
in linkedin.com/in/zenith-pioneer
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $743,604,446 | $579,583 |
| Non-Discretionary | $0 | -- |
| Total | $743,604,446 | $579,583 |
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Separately Managed Accounts
Total SMA Asset: $743,604,446
Public Funds:
10.3% Equity - Exchange:
18.9% Cash:
10.5% Municipal Bonds:
22.0% Private Funds:
18.2% Other:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $880,567,757 | 10.3% |
| Equity - Exchange | $1,615,799,089 | 18.9% |
| Cash | $897,666,160 | 10.5% |
| Municipal Bonds | $1,880,824,336 | 22.0% |
| Private Funds | $1,555,954,678 | 18.2% |
| Other | $1,718,389,508 | 20.1% |
| Total | $8,549,201,528 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH ZENITH HARBOR | PIONEER FUSION | DO26W3MB0 | WEZZ | 7.26% | $89,661,886 |
| ATLAS MOMENTUM MATRIX | PIONEER EMBER | YMOWE6654 | HLJ | 10.07% | $74,225,069 |
| VALUE RIDGE ELEMENT | VERTEX PIONEER | N9ZQCU2FX | MPJK | 10.27% | $37,642,450 |
| HORIZON MERIDIAN VALUE | FOCUS EMBER | CB8HT7ETB | KLK | 5.55% | $91,311,668 |
| PIONEER HORIZON ZENITH | MERIDIAN BEACON | OLZMVERFZ | TUB | 8.59% | $31,593,399 |
| CREST EAGLE | FUSION PRIME | EGHV1WPTS | LZWZ | 9.11% | $56,509,292 |
| CREST EAGLE PATHWAY | TIMBER RADIAL | PWE1LLVEI | HBLXM | 8.03% | $13,412,016 |
| TIMBER MATRIX | CATALYST BRIDGE | D6L94IRCG | FWPFA | 5.98% | $46,921,526 |