Change Path is an investment advisor in Overland Park with $3.24 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474106390
SEC advisor number
801-106677
FINRA CRD number
281213
AUM ?
$3.24 bn
(as of 30 Jun 22)
Accounts
17,874
(as of 30 Jun 22)
Employees
146
(141 investment advisory or research)
Address
Change Path
11460 TOMAHAWK CREEK PKWY
SUITE 200
LEAWOOD
KS 66211
11460 TOMAHAWK CREEK PKWY
SUITE 200
LEAWOOD
KS 66211
Office hours
OFFICE VISITS BY APPOINTMENT ONLY, OFFICE VISITS BY APPOINTMENT ONLY
Phone
9134022175
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
CM2 Holding Company, Inc | Owner | 05/2015 | 50-75% |
JRC Equity Partners, LLC | Owner | 05/2015 | 10-25% |
Tripses, Michael, Richard | Member | 07/2013 | 25-50% |
Lagerstrom, Cory, Lynn | Member | 05/2015 | 50-75% |
See Also, LLC | Owner | 11/2015 | 10-25% |
Sparks, Lance | Member | 07/2013 | 25-50% |
Heitz, Mark, Volney | Member | 07/2013 | 25-50% |
Sparks, Lance | Member | 09/2015 | > 75% |
Rankin, James, Porter | Chief Compliance Officer | 04/2018 | < 5% |
Miller, Michael, H | Owner | 02/2018 | 5-10% |
Hyman, Kenneth, Ross | Senior Vice President, Business Development | 10/2020 | < 5% |
Pfannenstiel, Martin, Joseph | President, Sales & Business Development | 04/2018 | < 5% |
Avis, Benjamin, Russell | Chief Operating Officer | 05/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22