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CARBON COLLECTIVE INVESTING, LLC
OAKLAND, CA
925-268-8041
SEC #801-119296Total AUM
$348.4M
Employees
4Clients
1,359Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2648 INTERNATIONAL BLVD
STE 301
OAKLAND
CA 94601
United States
STE 301
OAKLAND
CA 94601
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
925-268-8041
Financials
Total AUM
$348.4M
Accounts
1,292Discretionary
$348.4M
Accounts
1,292Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,216AUM
$62.3M
Investment Company Clients
2AUM
$63M
Pooled Vehicle Clients
2AUM
$63.3M
Pension/Profit Sharing Plan Clients
139AUM
$159.7M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPATNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.