Change Global Investment, LLC

RIASEC RegisteredEst. 2017
Total AUM
$226M
Discretionary
$226M
100% of AUM
Avg account
$75.3M
Accounts
3
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
167844
Registered since
July 10, 2017
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Nicole Kelleher

    Nicole Kelleher

    Chief Operating and Compliance OfficerCRD 6922590

Contacts

1 of 1
  • Theodora Jamison

    Theodora Jamison

    Founder and Managing DirectorCRD 4034136

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth