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Building 2MACROCLIMATE LLC

Map pin
Phone415-723-9695
NotebookSEC #801-106574
Total AUM
$210.1M
Employees
2
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
BY APPOINTMENT ONLY
Phone
415-723-9695

ReceiptFinancials

Total AUM
$210.1M
Accounts
103
Discretionary
$210.1M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$5M
HNW Individual Clients
27
AUM
$204.8M
Charitable Organization Clients
4
AUM
$372.8K

Briefcase businessServices

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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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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