CARBON COLLECTIVE INVESTING, LLC

CRD 310129File 801-119296

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$348.4M

Below cohort median (national)

Discretionary AUM

$348.4M

Clients

1,359

1,292 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 25, 2020
Principal office: 2648 INTERNATIONAL BLVD, STE 301, OAKLAND, CA, 94601
Phone: 925-268-8041
Website: https://www.carboncollectivefunds.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $348.4M
Discretionary AUM: $348.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,292
Non-discretionary accounts: 0
Total accounts: 1,292
AUM per client: $256K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	2	$63.0M
Pooled investment vehicles	2	$63.3M
Pension and profit sharing plans	139	$159.7M
Individuals (other than high net worth individuals)	1,216	$62.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
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

This firm answered no to every Item 11 disclosure question in this filing.

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.