|
⚲
|
| Change Finance PBC
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|
|---|---|
| CRD # | 287807 |
| SEC # | 801-110973 |
| CIK # | 0001694144 |
| AUM | $112.7 MM (2023-03-15) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 303-339-0524 |
| Address | 705 Grand View Drive Alexandria, VA 22305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 115.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 115.5 |
| By Discretionary | ||
| Discretionary | 1 | 115.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 115.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.5 | |
| Total | 1 | 115.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| D | [0001694144] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NexPoint Advisors LP
✚
|
TX | 0.1 |
|
New Summit Investments LLC
✚
|
MA | 0.1 |
|
Community Development Fund Advisors LLC
✚
|
FL | 0.1 |
|
Keyquant
✚
|
0.1 | |
|
FMB Retirement Services
✚
|
CA | 0.1 |
|
Primark Advisors LLC
✚
|
CO | 0.1 |
|
Leatherback Asset Management LLC
✚
|
FL | 0.1 |
|
Wavelength Capital Management LLC
✚
|
CT | 0.1 |
|
Baird Principal Group Management Company II LLC
✚
|
WI | 0.1 |
|
Nebula Research & Development LLC
✚
|
NY | 0.1 |