Change Finance PBC

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Assets, Funds, Holdings

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Change Finance PBC
CRD #287807
SEC #801-110973
CIK #0001694144
AUM $131.1 M (2025-03-24)
Employees 2 (0% Investors, 0% Brokers)
Phone303-339-0524
Address
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
14011284562802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 131.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 131.1
By Discretionary
Discretionary 1 131.1
Non-Discretionary 0 0.0
Total 1 131.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 131.1
Total 1 131.1
EDGAR Form CIK 2011 - 2025
D [0001694144]
Comparable Firms State AUM ($B)
Sygnus Capital PR LLC
PR 0.1
Onefund LLC
FL 0.1
Solpacific LLC
MN 0.1
Harmont Fixed Income LLC
0.1
Profit Investment Management LLC
MD 0.1
Highbury Park LLC
0.1
Propel Bio Management LLC
CA 0.1
Brickell Key Asset Management LLC
SC 0.1
WisdomTree Digital Management Inc
NY 0.1
SRN Advisors LLC
PA 0.1
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