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 investment adviser organized as an LLC and in operation since 2017. The firm is owned by an individual and serves institutional clients, charging fees as a percentage of assets under management. Its stated advisory activities focus on portfolio management for pooled investment vehicles and for businesses or institutions. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Nicole 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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