MACROCLIMATE LLC
Total AUM
$210.1M
Employees
2Clients
43Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9 AM - 5 PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
415-723-9695
Financials
Total AUM
$210.1M
Accounts
103Discretionary
$210.1M
Accounts
103Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
12AUM
$5M
HNW Individual Clients
27AUM
$204.8M
Charitable Organization Clients
4AUM
$372.8K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
THIRD-PARTY ADVISERS USING PROPRIETARY STRATEGIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES FROM THIRD-PARTY ADVISERS USING PROPRIETARY STRATEGIES
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.