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MACROCLIMATE LLC
CRD 130655File 801-106574
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$210.1M
Below cohort median (national)
Discretionary AUM
$210.1M
Clients
43
103 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 24, 2015
- Principal office
- Not reported
- Phone
- 415-723-9695
- Website
- HTTP://MACROCLIMATE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.1M
- Discretionary AUM
- $210.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 103
- Non-discretionary accounts
- 0
- Total accounts
- 103
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $373K |
| High net worth individuals | 27 | $204.8M |
| Individuals (other than high net worth individuals) | 12 | $5.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FEES FROM THIRD-PARTY ADVISERS USING PROPRIETARY STRATEGIES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 39 | 43 | increased by4 |
| Mar 1, 2026 | AUM | $179,659,037 | $210,103,496 | increased by$30,444,459 |
| Mar 1, 2026 | Accounts | 79 | 103 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38 | 39 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $180,598,970 | $179,659,037 | decreased by$939,933 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 60 | 79 | increased by19 |
| Feb 1, 2022 | Employees | 3 | 2 | decreased by1 |
| Feb 1, 2022 | Clients | 22 | 38 | increased by16 |
| Feb 1, 2022 | AUM | $150,348,700 | $180,598,970 | increased by$30,250,270 |
| Feb 1, 2022 | Accounts | 49 | 60 | increased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MACROCLIMATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MACROCLIMATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.