|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Carbon Collective Investing LLC
✚
|
|
|---|---|
| CRD # | 310129 |
| SEC # | 801-119296 |
| CIK # | |
| AUM | $232.6 M (2025-06-18) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 925-268-8041 |
| Address | 2648 International Blvd Oakland, CA 94601 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,170 | 52.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 46.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 41.5 |
| (g) Pension and profit sharing plans | 132 | 92.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,306 | 232.6 |
| By Discretionary | ||
| Discretionary | 1,306 | 232.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,306 | 232.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.6 | |
| Total | 1,306 | 232.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.2 |
|
Riverbend Wealth Management LLC
✚
|
SC | 0.2 |
|
Worth Financial Advisory Group LLC
✚
|
NC | 0.2 |
|
Cushing Capital Partners LLC
✚
|
WI | 0.2 |
|
Sorenson Impact Advisory LLC
✚
|
UT | 0.2 |
|
Mission Financial Group LLC
✚
|
NV | 0.2 |
|
Flatrock Wealth Partners LLC
✚
|
CA | 0.2 |
|
Security First Advisors Inc
✚
|
OR | 0.2 |
|
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.2 |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.2 |