Change Global Investment, Llc
- Regulatory AUM
- $226M
- Discretionary
- $226M
- Clients
- 3
- Avg AUM / client
- $75.3M
- Accounts
- 3
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $144M | 63.7% |
| Corporations and other businesses | Fewer than 5 clients | $82.0M | 36.3% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $107M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Change Global Frontier Markets, Lp master | Other Private Fund | Delaware | $106M | 23 |
| Change Global Emerging Opportunities, Lp | Other Private Fund | Delaware | $900K | 2 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Theodora Petkova Jamison | Managing Member/ Managing Director | CFA | Apr 2013 (13y) | 75% or more |
| Kelleher, Nicole, Rose | Chief Operating Officer/Chief Compliance Officer | Mar 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $107M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Change Global Frontier Markets, Lp | Other Private Fund | $106M | $10.0M | 23 |
| Change Global Emerging Opportunities, Lp | Other Private Fund | $900K | $10.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Citibank $96.2M (48% of AUM) Mar 2026
- State Street $82.0M (36% of AUM) May 2026
- BNY Mellon $60.0M (23% of AUM) Mar 2021
- J.P. Morgan $53.0M (13% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗