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MACROCLIMATE LLC
CRD 130655File 801-106574
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.