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| Keyboard |
| Macroclimate LLC
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|---|---|
| CRD # | 130655 |
| SEC # | 801-106574 |
| CIK # | |
| AUM | 210.1 M (2026-05-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-723-9695 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 5.0 |
| (b) Individuals (high net worth individuals) | 27 | 204.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.4 |
| (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 | 103 | 210.1 |
| By Discretionary | ||
| Discretionary | 103 | 210.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 103 | 210.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.1 | |
| Total | 103 | 210.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gragg & Gragg LLP
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|
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|
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|
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|
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|
Coastwise Capital Group LLC
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CA | 212.2 M |
|
Altius Financial Inc
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|
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|
Lummis Asset Management LP
✚
|
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|
The Stanich Group LLC
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|
209.8 M | |
|
The Putney Financial Group LLC
✚
|
CA | 205.4 M |
|
Blue Marble Investments LLC
✚
|
CA | 205.1 M |