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⚲
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| Changing Parameters LLC
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|
|---|---|
| CRD # | 132551 |
| SEC # | 801-63495 |
| CIK # | |
| AUM | $93.0 MM (2024-01-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 650-327-7705 |
| Address | 201 Main Street Los Altos, CA 94022 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 15.6 |
| (b) Individuals (high net worth individuals) | 42 | 71.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.0 |
| (n) Other | 0 | 0.8 |
| Total | 256 | 93.0 |
| By Discretionary | ||
| Discretionary | 256 | 93.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 256 | 93.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.0 | |
| Total | 256 | 93.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sundowner Capital Management LLC
✚
|
OR | 0.1 |
|
Clearview Investment Partners LLC
✚
|
CA | 0.1 |
|
Adirondack Research & Management Inc
✚
|
NY | 0.1 |
|
IDB LIDO Wealth LLC
✚
|
NY | 0.1 |
|
Capital Management Associates Inc
✚
|
MN | 0.1 |
|
Discipline Wealth Solutions Inc
✚
|
SC | 0.1 |
|
Onegroup Wealth Partners Inc
✚
|
NY | 0.1 |
|
The Kinney Group LLC
✚
|
CA | 0.1 |
|
First Source Investment Partners LLC
✚
|
CO | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |