RIA Intel›Advisers›CHANGE FINANCE, P.B.C.

CHANGE FINANCE, P.B.C.

Institutional

N·

Data as of Mar 11, 2024 · Source: SEC Form ADV

Total AUM

$131M

1-Year AUM Growth

+17.2%

3-Year CAGR

+58.6%

Employees

0

Assets Under Management

Total AUM$131M

Discretionary AUM$131M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees0

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingJul 6, 2017

Latest FilingMar 11, 2024

🔒 Full AUM trend chart and 29 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHANGE FINANCE, P.B.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.