# CHANGE FINANCE, P.B.C.

CHANGE FINANCE, P.B.C. is an SEC-registered investment adviser.

## Registration

- CRD: 287807
- Type: SEC-registered investment adviser
- SEC file number: 801-110973
- Phone: 303-339-0524
- Latest filing: 2025-03-24
- Regulatory AUM: $131.1M
- Discretionary AUM: $131.1M
- Clients: 2
- Accounts: 1

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Rodriguez | CO-CEO; CHIEF INVESTMENT OFFICER | Alexandria, VA |
| Dorrit Hannah Lowsen | CO-CEO, PRESIDENT, COO & CCO | — |
| Donna Lea Morton | OWNER | — |
| RODRIGUEZ DAVID ANDREW | CEO; CHIEF INVESTMENT OFFICER; CO-CEO; CHIEF INVESTMENT OFFICER; PRESIDENT; CHIEF INVESTMENT OFFICER | — |
| Lowsen Dorrit Hannah | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CO-CEO, PRESIDENT, COO & CCO; PRESIDENT, COO & CCO | — |
| MORTON DONNA LEA | CHIEF EXECUTIVE OFFICER; OWNER | — |
| Lovins Lillian Hunter | CHIEF EXECUTIVE OFFICER; CHIEF IMPACT OFFICER; VICE PRESIDENT | — |
| CARRENO DANIEL PAUL | EXECUTIVE VICE PRESIDENT OF BUSINESS DEVELOPMENT | — |
| Downs Thomas | OWNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 303-339-0524 |
| — | — | 1 | 303-339-0524 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287807/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287807/similar
- Related entities: https://search.stillhousedata.com/firm/287807/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287807

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.