9AT: CHANGE GLOBAL INVESTMENT, LLC

other names

CHANGE GLOBAL INVESTMENT, LLC

Adviser Profile

As of Date	09/15/2025
ADV Location	CAMAS, WA, United States
Adviser Type - Large advisory firm
Number of Employees	9
of those in investment advisory functions	6
Registration	SEC, Approved, 07/10/2017
Other registrations (1)	Washington, Terminated, 11/13/2017

AUM^*	200,600,000 -4%
of that, discretionary	200,600,000 -4%
Private Fund GAV^*	91,400,000
Avg Account Size	40,120,000 16%
SMA’s	Yes
Private Funds	3
Contact Info	360 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count3	GAV$91,400,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser TRADEMARK CAPITAL MANAGEMENT INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund16.8m	Total Private Fund GAV18.3m	AUM220.4m	#Funds2
Adviser PRESERVER PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund149.6m	Total Private Fund GAV149.6m	AUM157.8m	#Funds2
Adviser KENORA FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund77.2m	Total Private Fund GAV77.2m	AUM269.7m	#Funds1
Adviser BRICKELL KEY ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM130.0m	#Funds-
Adviser PAN GLOBAL ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund19.5m	Total Private Fund GAV19.5m	AUM225.7m	#Funds1
Adviser FORSYTH STREET ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund241.0m	Total Private Fund GAV241.0m	AUM241.0m	#Funds5
Adviser VIRTERA PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund100.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund30.0m	Other Fund198.4m	Total Private Fund GAV358.4m	AUM452.1m	#Funds9
Adviser US INFRAVEST MANAGERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund118.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV118.4m	AUM118.4m	#Funds2
Adviser ARCHITECT CAPITAL CORP.	Hedge Fund-	Liquidity Fund-	Private Equity Fund255.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund81.5m	Other Fund401.7m	Total Private Fund GAV820.0m	AUM510.8m	#Funds22
Adviser KARLOV STREET CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund229.8m	Total Private Fund GAV229.8m	AUM234.4m	#Funds31

Brochure Summary

Overview

A. Description of the Advisory Firm CHANGE Global Investment, LLC (“CHANGE Global”), a Washington limited liability company, provides portfolio management services to pooled investment vehicles, and other businesses. CHANGE Global was formed on April 29, 2013. Theodora Jamison is the principal owner and Manager of CHANGE Global. CHANGE Global registered as an investment adviser with the SEC on July 10, 2017. B. Types of Advisory Services CHANGE Global serves as the general partner and investment adviser to two private investment limited partnerships (the “Partnership(s)”), the CHANGE Global Frontier Markets, LP, and the CHANGE Global Emerging Opportunities, LP (collectively with investors in the Partnerships (the “Investors”)), and any additional clients to which CHANGE Global may provide services in the future (the “Clients”). Pursuant to each Partnership’s offering memorandum, limited partnership agreement, and subscription documents (“Constituent Documents”), CHANGE Global’s objective is long- term capital appreciation by investing predominantly in publicly listed equities in developing countries. CHANGE Global will target African, Asian, Eastern European, and South American economies in the process of rapid

industrialization. Each Fund is offering limited partnership interests (“Interests”) to certain investors as described in response to Item 7, below (such investors or prospective limited partners are referred to herein as “Investors”). CHANGE Global also offers investment advisory services to Separately Managed Accounts. C. Partnership and SMA Tailored Services and Restrictions Advisory services are tailored to achieve each of the Partnerships’ investment objectives. CHANGE Global has the authority to select which and how many securities and other instruments to buy or sell without consultation with the Partnerships or their Investors. The advisory services for the Separately Managed Account (SMA) clients are tailored to the individual needs of these clients, enabling them to place restrictions on investing in certain securities or types of securities. D. Wrap Fee Programs CHANGE Global does not participate in wrap fee programs. E. Amounts Under Management CHANGE Global manages the assets of the Partnerships and Separately Managed Accounts and has the following assets under management: Discretionary Amounts: Non-Discretionary Amounts: Date Calculated: $208,000,000 $0 December 31, 2023

CHANGE GLOBAL INVESTMENT, LLC

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview