# Exchange Place Advisors

Exchange Place Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** exchangeplaceadvisors.com

## Regulatory record

- **CRD number:** 125240
- **SEC file number:** 801-63511
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125240

## About

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.

## Sectors

- Real Estate
- Manufacturing
- Hospitality

## People

- William H. Goodwin Jr. — Principal

## 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.

## Related profiles

- [Front Street Wealth Management](https://altss.com/profile/front-street-wealth-management)
- [Rechter Wealth Management](https://altss.com/profile/rechter-wealth-management-llc)

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Last updated: 2026-07-06T01:24:16.258Z

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