Change Finance PBC

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Change Finance PBC
CRD #287807
SEC #801-110973
CIK #0001694144
AUM $132.1 MM (2024-03-11)
Employees 5 (40% Investors, 0% Brokers)
Phone303-339-0524
Address705 Grand View Drive
Alexandria, VA 22305
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
14011284562802009201420192025
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
NY 0.1
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