Change Global Investment, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 167844
- Registered since
- July 10, 2017
- Website
- www.changegi.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles63.72%
- Corporations / Businesses36.28%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Change Global Investment, LLC is an SEC‑registered, owner-operated limited liability company that serves institutional clients. The adviser, in place since 2017, charges fees as a percentage of assets under management and focuses on portfolio management for pooled investment vehicles as well as for businesses and institutions. It is not structured as a capital allocator, does not report as an active ESG investor, and is not a multi‑state or newly formed adviser. The firm reports an institutional client base and is organized as an institutional RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Nicole Kelleher
Chief Operating and Compliance OfficerCRD 6922590
Contacts
1 of 1Theodora Jamison
Founder and Managing DirectorCRD 4034136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1345 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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