CHANGE GLOBAL INVESTMENT, LLC
Adviser information for CHANGE GLOBAL INVESTMENT, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $208.0M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $208.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $107.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $100.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-110769 |
|---|---|
| SEC ERA File Number | 801-110769 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167844 |
| Legal Entity Identifier | 254900OF241HF2IX5O67 |
Principal Office
416 NE DALLAS STREETSUITE 202
CAMAS
WA
United States
Monday - Friday, 7 AM - 4 PM
Tel: 360-844-5826, Fax: None
Websites
Chief Compliance Officer
NICOLE KELLEHER
CHIEF OPERATING OFFICER
416 NE DALLAS ST., SUITE 202
CAMAS
WA
United States
Tel:
360-844-5826
N********@***********M
(Full email address available in API data)
Regulatory Contact
THEODORA JAMISON
MANAGING DIRECTOR
416 NE DALLAS ST., SUITE 202
CAMAS
WA
United States
Tel:
360-844-5826
T*******@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CHANGE GLOBAL EMERGING OPPORTUNITIES, LP | PUBLIC EQUITY INVESTMENTS | $0.9M | $10.0M | 2 |
| CHANGE GLOBAL FRONTIER MARKETS, LP | PUBLIC EQUITY INVESTMENTS | $106.0M | $10.0M | 23 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JAMISON, THEODORA, PETKOVA | Individual | – | MANAGING MEMBER/ MANAGING DIRECTOR | 04/2013 | > 75% |
| Kelleher, Nicole, Rose | Individual | – | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |