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Change Finance PBC
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CRD # | 287807 |
SEC # | 801-110973 |
CIK # | 0001694144 |
AUM | $132.1 MM (2024-03-11) |
Employees | 5 (40% Investors, 0% Brokers) |
Phone | 303-339-0524 |
Address | 705 Grand View Drive Alexandria, VA 22305 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 132.1 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1 | 132.1 |
By Discretionary | ||
Discretionary | 1 | 132.1 |
Non-Discretionary | 0 | 0.0 |
Total | 1 | 132.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 132.1 | |
Total | 1 | 132.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
D | [0001694144] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Foundational Retirement Solutions LLC
✚
|
AK | 0.1 |
Frugal Financial Retirement Plan Services LLC
✚
|
FL | 0.1 |
Rayliant Investment Research
✚
|
CA | 0.1 |
Joseph Advisory Services LLC
✚
|
TX | 0.1 |
Community Development Fund Advisors LLC
✚
|
FL | 0.1 |
SRN Advisors LLC
✚
|
PA | 0.1 |
Cachetech
✚
|
UT | 0.1 |
Polymer Capital Management US LLC
✚
|
NY | 0.1 |
Lincoln Energy Holdings LLC
✚
|
CO | 0.1 |
Syntax Advisors LLC
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|
NY | 0.1 |