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OCTOPUS ENERGY GENERATION
Legal name: OCTOPUS RENEWABLES LTD.
CRD 326704File 801-128341
APPROVED
Custody
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.80B
Top 10% of cohort (national)
Discretionary AUM
$11.80B
Clients
17
22 accounts
Employees
159
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 17, 2023
- Principal office
- UK HOUSE, 5TH FLOOR, 164-182 OXFORD ST, LONDON, W1D 1NN
- Phone
- 0808 164 1088
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.80B
- Discretionary AUM
- $11.80B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 22
- Non-discretionary accounts
- 0
- Total accounts
- 22
- AUM per client
- $693.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $2.86B |
| Investment companies | 1 | $1.20B |
| Pooled investment vehicles | 7 | $5.07B |
| Pension and profit sharing plans | Fewer than 5 | $1.80B |
| State or municipal government entities | Fewer than 5 | $872.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Aug 12, 2026 | Clients | 16 | 17 | increased by1 |
| Aug 12, 2026 | AUM | $6,395,167,815 | $11,796,721,901 | increased by$5,401,554,086 |
| Aug 12, 2026 | Accounts | 16 | 22 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 153 | 159 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 14 | 16 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $7,567,091,233 | $6,395,167,815 | decreased by$1,171,923,418 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 14 | 16 | increased by2 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OCTOPUS ENERGY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OCTOPUS ENERGY” 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.