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MACROCLIMATE LLC
CRD 130655 · SEC 801-106574
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.1M
Discretionary AUM
$210.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES FROM THIRD-PARTY ADVISERS USING PROPRIETARY STRATEGIES
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsTHIRD-PARTY ADVISERS USING PROPRIETARY STRATEGIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $5.0M |
| High net worth individuals | 27 | $204.8M |
| Charitable organizations | 4 | $373K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD