Change Global Investment, LLC

CHANGE Global Investment, LLC is a registered investment adviser specializing in portfolio management services for pooled investment vehicles and businesses. The firm was established on April 29, 2013, and is owned and managed by Theodora Jamison. CHANGE Global primarily focuses on long-term capital appreciation by investing in publicly listed equities in developing countries, targeting economies in Africa, Asia, Eastern Europe, and South America. The firm offers tailored investment advisory services to private limited partnerships and separately managed accounts, allowing clients to place restrictions on their investments. CHANGE Global does not participate in wrap fee programs and manages assets totaling $200,600,000 as of December 31, 2024. The fee structure includes quarterly asset-based management fees ranging from 0.25% to 0.3375% for different investment vehicles. The firm acts as a fiduciary, exercising investment discretion for clients and maintaining custody of assets with qualified custodians. CHANGE Global has not been involved in any disciplinary events and has a sound financial condition, ensuring the ability to meet contractual commitments to clients.