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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Change Global Investment LLC
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| CRD # | 167844 |
| SEC # | 801-110769 |
| CIK # | |
| AUM | $200.6 M (2025-03-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 360-844-5826 |
| Address | 416 NE Dallas Street Camas, WA 98607 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Change Global Frontier Markets LP | [2017-08-17] | 37.4 | 90.4 |
| Other | Change Global Emerging Opportunities LP | [2017-06-06] | 3.8 | 1.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 91.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 109.2 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 200.6 |
| By Discretionary | ||
| Discretionary | 5 | 200.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 200.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 196.3 | |
| Total | 5 | 200.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Change Global Investment LLC | 3 | ||
| Theodora Jamison | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Silver Creek Capital Management LLC
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|
WA | 0.2 |
|
Little Harbor Advisors LLC
✚
|
MA | 0.2 |
|
Geosphere Capital Management LLC
✚
|
FL | 0.2 |
|
Kaname Capital LP
✚
|
MA | 0.2 |
|
Perryridge Capital LP
✚
|
CT | 0.2 |
|
DFN Management LLC
✚
|
FL | 0.2 |
|
Mendon Capital Advisors Corp
✚
|
FL | 0.2 |
|
Cornercap Investment Counsel Inc
✚
|
GA | 0.2 |
|
Jackson Hill Advisors LLC
✚
|
TX | 0.2 |
|
Oceanic Investment Management Limited
✚
|
0.2 |