Peter Jacob Erin
Investment adviser representative at Interchange Capital Partners
11 yearsExperience
1 stateRegistered in
CFADesignation
$743.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Interchange Capital PartnersApr 2025 to now
- Innovation WorksJan 2020 to Apr 2025
- BroadridgeJul 2019 to Dec 2019
- UnemployedNov 2018 to Jun 2019
- MsciOct 2015 to Oct 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Interchange Capital Partners
Legal name: Interchange Capital Partners, LLC
$743.6MAssets managed
218Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8077503
- Firm CRD
- 309314