CHANGE Global Investment manages investments primarily for pooled investment vehicles (partnerships) and also offers separately managed accounts. CHANGE Global 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. For separately managed accounts, investment strategies are tailored to the individual needs of the client.
Assets Under Management$200M
Clients6
Advisors1
Avg. per Client$33M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rate is for Separately Managed Accounts only and may be negotiable. The firm also manages pooled investment vehicles (partnerships) with different fee structures.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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