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.

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.