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⚲
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| Change Global Investment LLC
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|
|
|---|---|
| CRD # | 167844 |
| SEC # | 801-110769 |
| CIK # | |
| AUM | $203.0 MM (2023-03-31) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 360-844-5826 |
| Address | 416 NE Dallas Street Camas, WA 98607 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Change Global Frontier Markets LP | [2017-08-17] | 36.4 | 113.0 |
| Other | Change Global Emerging Opportunities LP | [2017-06-06] | 3.8 | 2.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 115.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 88.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 203.0 |
| By Discretionary | ||
| Discretionary | 6 | 203.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 203.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.0 | |
| Total | 6 | 203.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Change Global Investment LLC | 3 | ||
| Theodora Jamison | 3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Andurand Capital Management LLP
✚
|
0.2 | |
|
3B Capital Management LP
✚
|
TX | 0.2 |
|
Springhouse Capital Management LP
✚
|
CT | 0.2 |
|
Westerly Capital Management LLC
✚
|
CA | 0.2 |
|
Voce Capital Management LLC
✚
|
CA | 0.2 |
|
Brizo Capital LP
✚
|
NY | 0.2 |
|
SMP Asset Management LLC
✚
|
NY | 0.2 |
|
URSA Fund Management LLC
✚
|
CA | 0.2 |
|
Oakcliff Partners LLC
✚
|
NY | 0.2 |
|
13D Management LLC
✚
|
NY | 0.2 |