Key facts
- EXCHANGE PLACE ADVISORS, LLC is a other based in SUDBURY, MA.
- EXCHANGE PLACE ADVISORS, LLC has 4 funds on record, raising $10.0B across the 4 that report a size.
Registered with the SEC
Form ADV · 2026-03 · CRD 125240- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 3
- Registered office
- SUDBURY, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for EXCHANGE PLACE ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
4 recorded- Exchange Place: All Cap II LP2024$3.3B
- Exchange Place (Equity Only): All Cap LP2021$1.1B
- Exchange Place: All Cap LP2020$3.4B
- Exchange Place LP2014$2.1B
$10.0B raised across the 4 funds that report a size