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Interchange Capital Partners

EST. AUM
$743,604,446

CONTACTS
7

CLIENT ACCOUNTS
1,283

Firm Details

Metro area Pittsburgh
CRD Number 309314
Website interchangecp.com
Client types

Overview

Interchange Capital Partners is a family business advisory and wealth management firm based in Pittsburgh, Pennsylvania. The firm specializes in providing tailored solutions for family-owned businesses, addressing the complexities that arise at the intersection of business, family, and ownership dynamics. Founded by father and son, Ahmie and Brian Baum, Interchange Capital Partners focuses on preserving multi-generational wealth and helping families navigate ownership transitions, business growth, and succession planning. With decades of experience, the firm emphasizes a strategic approach that fosters clarity and long-term success for its clients​.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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