Phase Change Wealth Management LLC

Corey A. Pafter is the founder and CEO, responsible for both management and investment decisions. Pafter appears to direct all capital allocation, with no other named principals or investment committee members in public sources (per SEC filings, 2022). The firm's small, centralized structure is typical of a single-family office.

The firm relies on direct relationships with entrepreneurs, operating company executives, and co-investors in its target sectors — FinTech, AI/ML, ClimateTech, and infrastructure. Public information does not detail a formal sourcing platform or intermediary network. The firm's posture suggests a hands-on sourcing model typical of family offices prioritizing control and co-investment.

Based on public records and the firm's own SEC filings, Phase Change Wealth Management is structured as a single-family office serving one underlying family. It does not operate as a venture capital firm or multi-family office. The firm's investment approach — direct, illiquid, and concentrated — aligns with the SFO model rather than fund-based investing.

The firm has not publicly disclosed stage preference, but based on its disclosed focus on private credit, infrastructure, real estate, and private equity, it likely targets growth equity, buyout, and direct lending stages — avoiding early-stage venture. The emphasis on control and governance rights suggests a preference for later-stage or structured investments.

Public records indicate the firm focuses on direct deals and co-investments rather than traditional limited partner fund commitments. The firm's strategy centers on illiquid, control-oriented positions across asset classes, aligning with direct investing. No fund-of-funds or primary fund commitments are mentioned in available disclosures.

The source of family wealth served by Phase Change Wealth Management is not publicly disclosed. The firm's name and structure suggest the capital may originate from a family with entrepreneurial or real estate background, but no specific origin is verifiable from public records. The firm does not disclose this information on its website or SEC filings.

The firm appears open to co-investing alongside external managers or other family offices, given its emphasis on direct positions and control. However, no specific co-investment partnerships or club deals have been publicly reported. The firm's lack of public activity makes it difficult to verify co-investment frequency. Anyone seeking to partner should contact the firm directly.