Change Finance, P.b.c.

CRD 287807SEC# 801-110973

No longer SEC-registered. Change Finance, P.b.c. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

$131.1M

Employees

Accounts

Location

—

Change Finance, P.b.c. assets under management

Change Finance, P.b.c. is a registered investment adviser overseen by the SEC. It reports $131.1 million in regulatory assets under management and employs 2 people.

View on SEC.gov ↗

Change Finance, P.b.c. owners & executives

3 reported

Name	Title	Ownership	Since
Andrew Rodriguez Control	Co-Ceo; Chief Investment Officer	10-25%	2016
Donna Lea Morton Control	Owner	10-25%	2016
Dorrit Hannah Lowsen	Co-Ceo, President, Coo & Cco	10-25%	2016

Frequently asked questions

How much does Change Finance, P.b.c. manage?

Change Finance, P.b.c. reports $131.1 million in regulatory assets under management on its Form ADV.

How many employees does Change Finance, P.b.c. have?

Change Finance, P.b.c. reports 2 employees.

Does Change Finance, P.b.c. disclose fund performance?

Change Finance, P.b.c. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours	By Appointment
Discloses disciplinary history	No

Assets under management

Discretionary	$131.1M
Non-discretionary	$0
Total (RAUM)	$131.1M