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CRD 167844
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| THEODORA PETKOVA JAMISON | Chartered Financial Analyst | NEW YORK, NY | 13 | 26 | 1 | no |
| Michael Alexander Wood | n/a | NEW YORK, NY | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CHANGE GLOBAL FRONTIER MARKETS, LP | Other Private Fund | $106M | Sep 16, 2024 | 23 | Aug 17, 2017 | reported | 021-297520 |
| CHANGE GLOBAL EMERGING OPPORTUNITIES, LP | Other Private Fund | $900,000 | Sep 16, 2024 | 2 | Jun 6, 2017 | reported | 021-199627 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| JAMISON, THEODORA, PETKOVA | MANAGING MEMBER/ MANAGING DIRECTOR | E | yes | 04/2013 | Jun 6, 2017 | Sep 16, 2024 |
| Kelleher, Nicole, Rose | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | Na | no | 03/2020 | Mar 16, 2018 | Sep 16, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $226M | $226M | 9 | 6 | 1 | 2 | n/a |
| 2024 | Mar 28, 2025 | $201M | $201M | 9 | 6 | 1 | 2 | n/a |
| 2023 | Mar 13, 2024 | $208M | $208M | 9 | 6 | 0 | 2 | $107M |
| 2022 | Mar 31, 2023 | $203M | $203M | 9 | 6 | 0 | 2 | $115M |
| 2021 | Mar 18, 2022 | $213M | $213M | 8 | 5 | 0 | 2 | $125M |
| 2020 | Mar 18, 2021 | $263M | $263M | 8 | 5 | 0 | 2 | $99.0M |
| 2019 | Mar 13, 2020 | $323M | $323M | 8 | 5 | 0 | 2 | $99.0M |
| 2018 | Mar 8, 2019 | $399M | $399M | 6 | 3 | 0 | 2 | $92.0M |
| 2017 | Mar 16, 2018 | $330M | $330M | 6 | 3 | 0 | 2 | $70.0M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $226M | $201M | 12.7% | $203M | 3.6% | 9 | 9 | 1 | 1 |