# Change Global Investment, LLC

> Change Global Investment, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 167844
- Filed as: CHANGE GLOBAL INVESTMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167844
- AdvisorCensus page: https://advisorcensus.com/firm/change-global-investment-llc-new-york-ny-167844

## Quick answers

**How is Change Global Investment, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Change Global Investment, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Change Global Investment, LLC located?**
Change Global Investment, LLC's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Change Global Investment, LLC registered with the SEC or a state?**
Change Global Investment, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 167844.

**How much does Change Global Investment, LLC manage?**
Change Global Investment, LLC reports $226,000,000 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have Change Global Investment, LLC's assets and staff changed since 2021?**
In the Form ADV data for Change Global Investment, LLC: Regulatory assets under management: $263,000,000 in the October 2021 data and $226,000,000 in the October 2026 data, down 14%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Change Global Investment, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Change Global Investment, LLC use?**
Change Global Investment, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Change Global Investment, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167844

**What changed in Change Global Investment, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $200,600,000 to $226,000,000 (+13%). Added an office in Camas, WA. No longer lists an office in New York, NY. Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank and Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $226,000,000
- Discretionary: $226,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $144,000,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $82,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Camas, WA

### Websites listed on Form ADV (Item 1.I)
- changegi.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $263,000,000 | 8 | March 18, 2021 |
| October 2022 | $213,000,000 | 8 | March 18, 2022 |
| October 2023 | $203,000,000 | 9 | March 31, 2023 |
| October 2024 | $208,000,000 | 9 | September 16, 2024 |
| October 2025 | $200,600,000 | 9 | March 28, 2025 |
| October 2026 | $226,000,000 | 9 | May 27, 2026 |

Regulatory assets under management: $263,000,000 in the October 2021 data and $226,000,000 in the October 2026 data, down 14%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $200,600,000 to $226,000,000 (+13%).
- Added an office in Camas, WA.
- No longer lists an office in New York, NY.
- Registered or notice-filed in NY.

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Change Global Investment, LLC (CRD 167844): Form ADV filing data as of October 2026.