EXCHANGE PLACE ADVISORS, LLC
CRD #125240 SEC #801-63511 SUDBURY, MA 978-443-4405
SEC Registered
Total AUM
$354M
Discretionary
$354M
Employees
3
Clients
0
Accounts
718
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $354M | $354M | $0 | 3 | 0 |
| Sep 2024 | $308.9M | $308.9M | $0 | 3 | 0 |
| Mar 2024 | $308.9M | $308.9M | $0 | 3 | 0 |
| Mar 2023 | $270M | $270M | $0 | 3 | 0 |
| Mar 2022 | $293.2M | $293.2M | $0 | 3 | 0 |
| Nov 2021 | $262.9M | $262.9M | $0 | 3 | 0 |
| Feb 2021 | $262.9M | $262.9M | $0 | 3 | 0 |
| May 2020 | $224.2M | $224.2M | $0 | 3 | 0 |
| May 2020 | $224.2M | $224.2M | $0 | 3 | 0 |
| Feb 2020 | $224.2M | $224.2M | $0 | 3 | 0 |
| Aug 2019 | $188.5M | $188.5M | $0 | 3 | 0 |
| Feb 2019 | $188.5M | $188.5M | $0 | 2 | 0 |
| Mar 2018 | $185.5M | $185.5M | $0 | 2 | 0 |
| Mar 2017 | $165M | $165M | $0 | 2 | 100 |
| Jul 2016 | $144.2M | $144.2M | $0 | 2 | 134 |
| Mar 2016 | $144.2M | $144.2M | $0 | 2 | 134 |
| Jun 2015 | $148.9M | $148.9M | $0 | 2 | 136 |
| Mar 2015 | $148.9M | $148.9M | $0 | 2 | 136 |
| Jan 2015 | $151.2M | $151.2M | $0 | 2 | 136 |
| Dec 2014 | $151.2M | $151.2M | $0 | 2 | 136 |
| Mar 2014 | $138.8M | $138.8M | $0 | 2 | 136 |
| Mar 2013 | $125.8M | $125.8M | $0 | 2 | 124 |
| Mar 2012 | $103.8M | $103.8M | $0 | 1 | 117 |
| Jan 2010 | $88.2M | $88.2M | $0 | 5 | -- |
| Feb 2009 | $74.7M | $74.7M | $0 | 5 | -- |
| Mar 2007 | $71.3M | $71.3M | $0 | 5 | -- |
| Feb 2006 | $54.5M | $54.5M | $0 | 5 | -- |
| Sep 2004 | $27.1M | $27.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$308.9M
Discretionary$308.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$308.9M
Discretionary$308.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$293.2M
Discretionary$293.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees2
Clients100
DateJul 2016
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees2
Clients134
DateMar 2016
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees2
Clients134
DateJun 2015
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees2
Clients136
DateMar 2015
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees2
Clients136
DateJan 2015
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees2
Clients136
DateDec 2014
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees2
Clients136
DateMar 2014
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees2
Clients136
DateMar 2013
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees2
Clients124
DateMar 2012
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees1
Clients117
DateJan 2010
Total AUM$88.2M
Discretionary$88.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$74.7M
Discretionary$74.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$27.1M
Discretionary$27.1M
Non-Disc.$0
Employees5
Clients--