Change Forces
Firm details
- Headquarters
- Portola Valley, California
- CRD number
- 333400
- Registered since
- April 9, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Change Forces is organized as a limited liability company and registered with the SEC as an adviser in 2026. The firm is structured and classified as a private equity manager that provides portfolio management for pooled investment vehicles. It operates as the sponsor, general partner and managing member of at least one pooled vehicle rather than as a multi-state advisory firm serving retail separate-account clients. Fee arrangements include a percentage-of-assets component alongside performance-based fees. Change Forces does not identify itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kartick Kumar
CEOCRD 8228304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portola Valley, CA
San Mateo
Location
Portola Valley, CA
Headquartered in Portola Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3274 Alpine Rd
- Time zone
- PT (UTC-8)
- Office locations
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