CHANGE GLOBAL INVESTMENT, LLC other names

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Adviser Profile

As of Date:

09/16/2024

Adviser Type:

- Large advisory firm

Number of Employees:

9

of those in investment advisory functions:

6

Registration:

Washington, Terminated, 11/13/2017

Other registrations (1)
AUM:

208,000,000 2.46%

of that, discretionary:

208,000,000 2.46%

Private Fund GAV:

106,900,000 -7.04%

Avg Account Size:

34,666,667 2.46%

SMA’s:

YES

Private Funds:

2

Contact Info

360 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
399M 342M 285M 228M 171M 114M 57M
2017 2018 2019 2020 2021 2022 2023

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Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $106,900,000

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Private Funds



Employees




Brochure Summary

Overview

A. Description of the Advisory Firm CHANGE Global Investment, LLC (“CHANGE Global”), a Washington limited liability company, provides portfolio management services to pooled investment vehicles, and other businesses. CHANGE Global was formed on April 29, 2013. Theodora Jamison is the principal owner and Manager of CHANGE Global. CHANGE Global registered as an investment adviser with the SEC on July 10, 2017. B. Types of Advisory Services CHANGE Global serves as the general partner and investment adviser to two private investment limited partnerships (the “Partnership(s)”), the CHANGE Global Frontier Markets, LP, and the CHANGE Global Emerging Opportunities, LP (collectively with investors in the Partnerships (the “Investors”)), and any additional clients to which CHANGE Global may provide services in the future (the “Clients”). Pursuant to each Partnership’s offering memorandum, limited partnership agreement, and subscription documents (“Constituent Documents”), CHANGE Global’s objective is long- term capital appreciation by investing predominantly in publicly listed equities in developing countries. CHANGE Global will target African, Asian, Eastern European, and South American economies in the process of rapid
industrialization. Each Fund is offering limited partnership interests (“Interests”) to certain investors as described in response to Item 7, below (such investors or prospective limited partners are referred to herein as “Investors”). CHANGE Global also offers investment advisory services to Separately Managed Accounts. C. Partnership and SMA Tailored Services and Restrictions Advisory services are tailored to achieve each of the Partnerships’ investment objectives. CHANGE Global has the authority to select which and how many securities and other instruments to buy or sell without consultation with the Partnerships or their Investors. The advisory services for the Separately Managed Account (SMA) clients are tailored to the individual needs of these clients, enabling them to place restrictions on investing in certain securities or types of securities. D. Wrap Fee Programs CHANGE Global does not participate in wrap fee programs. E. Amounts Under Management CHANGE Global manages the assets of the Partnerships and Separately Managed Accounts and has the following assets under management: Discretionary Amounts: Non-Discretionary Amounts: Date Calculated: $208,000,000 $0 December 31, 2023