MACROCLIMATE LLC
Adviser information for MACROCLIMATE LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 63 | $168.3M |
| Non-Discretionary | 0 | $0 |
| Total | 63 | $168.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 12 | $5.0M |
| HNW Individuals | 24 | $163.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $324,681 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-106574 |
|---|---|
| SEC ERA File Number | 801-106574 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 130655 |
| Legal Entity Identifier | None |
Principal Office
580 KENMORE AVENUEOAKLAND
CA
United States
BY APPOINTMENT ONLY, 9 AM - 5 PM
Tel: 415-723-9695, Fax: 415-906-2426
Chief Compliance Officer
PETER H. KRISS
MANAGING MEMBER/MANAGING PARTNER
580 KENMORE AVENUE
OAKLAND
CA
United States
Tel:
650-690-1343
Fax:
415-906-2426
P*****@***************M
(Full email address available in API data)
Regulatory Contact
MARK R. KRISS
MEMBER/PARTNER
141 BULKLEY AVENUE
SAUSALITO
CA
United States
Tel:
415-367-5672
Fax:
415-906-2426
M*****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KRISS, MARK, RICHARD | Individual | – | MEMBER | 02/2004 | 25-50% |
| Kriss, Peter, Holton | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 01/2022 | 25-50% |