Changing Parameters, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Altos, CA. Its latest Form ADV filing, dated March 13, 2026, reports $105M in regulatory assets under management, 4 employees, 1 office, and 249 accounts.
Assets Under Management
$105M
Employees
4
Offices
1 office
Total Clients
115
Primary office
LOS ALTOS, CA
201 MAIN STREET, SUITE 150, LOS ALTOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
67
2
HNWI
36.5%
42
3
Corporations
4.3%
5
4
Investment Cos.
0.9%
1
Categories with <5 clients
CHARITABLE REMAINDER TRUSTS<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of March 13, 2026
Discretionary100.0%
$105M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$105M
Total Accounts249
10Y AUM Change+$34M (+48.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.