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
2
Accounts
1
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.
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 |
Regulatory AUM
$131.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$131.1Mregulatory AUM
Discretionary $131.1M