# Exchange Capital Management

Exchange Capital Management is a Multi Family Office based in Spring Lake, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Spring Lake, United States
- **Region:** North America
- **Address:** Ann Arbor, MI, United States
- **Founded:** 1989
- **Assets under management:** 830 (Altss estimate)
- **Website:** exchangecapital.com
- **LinkedIn:** https://www.linkedin.com/company/exchange-capital-management

## About

Exchange Capital Management was founded in 1989 and remained independent until June 2025. Andrew Stewart served as owner and partner alongside Michael Reid and Kevin McVeigh. The firm provided investment management and succession planning to clients in North America. Its approach covered commodities, fund of funds, hedge funds, private equity, real estate, and insurance-linked strategies. Sector exposure included Digital Health and Healthcare Services. Geographic focus stayed within North America. No specific portfolio holdings appear in public records. The firm employed 13 professionals at the time of sale. Lido Advisors completed the acquisition on June 10, 2025. All staff transferred to the parent platform. Related Lido transactions in 2025 included Copperwynd Financial and Olympus Wealth Management. The 2025 sale transferred the multi-family office into a national RIA owned by Charlesbank Capital Partners. Constellation Wealth Capital and HPS Investment Partners hold minority positions in the parent. No independent succession plan for Exchange Capital Management was disclosed prior to the transaction.

## Sectors

- Digital Health
- Healthcare Services

## People

- Michael Reid — CEO, Managing Director, and Partner
- Kevin McVeigh — Senior Investment Advisor
- Andrew Stewart — Owner and Partner

## Questions

### Who ran investment decisions at Exchange Capital Management?

Michael Reid served as CEO and Managing Director. Kevin McVeigh acted as Senior Investment Advisor. Andrew Stewart held ownership and partner responsibilities.

### What happened to Exchange Capital Management in 2025?

Lido Advisors acquired the firm on June 10, 2025. All 13 employees transferred to Lido. The transaction integrated the Ann Arbor office into the larger RIA platform.

### What asset classes did Exchange Capital Management use?

The firm allocated across commodities, fund of funds, hedge funds, private equity, real estate, and insurance-linked securities.

### Which sectors received focus from Exchange Capital Management?

Confirmed sector exposure included Digital Health and Healthcare Services.

### Where was Exchange Capital Management based and what was its reach?

Headquarters sat in Ann Arbor, Michigan. Activity remained limited to North America.

## Related profiles

- [AlphaWealth Family Office](https://altss.com/profile/alphawealth-family-office)
- [CastleKeep Investment Advisors](https://altss.com/profile/castlekeep-investment-advisors-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/exchange-capital-management

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