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Exchange Place Advisors
Exchange Place Advisors, LLC is an SEC-registered investment adviser in Sudbury, MA, registered since 2004. The firm manages approximately $380 million in...
Overview
Exchange Place Advisors, LLC is an SEC-registered investment adviser in Sudbury, MA, registered since 2004. The firm manages approximately $380 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
William H. Goodwin Jr.
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Exchange Place Advisors?
William H. Goodwin Jr. is the principal decision-maker. The firm operates with a lean internal team in Richmond, Virginia, and does not publicly disclose a separate CIO or investment committee structure. The single-family-office model centralizes authority in the founding family.
What investment stages does Exchange Place Advisors target?
The firm invests across the full lifecycle of private companies — early-stage, growth equity, and mature buy-and-hold positions — but favors control or significant minority stakes in operating businesses where it can apply patient capital over decades. In real estate, it targets existing income-producing properties and resort assets for long-term ownership.
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