Carbon Collective Investing, LLC

RIASEC Registered

Total AUM

$348M

Discretionary

$348M

100% of AUM

Avg account

$270K

Accounts

1,292

Employees

Advisory reps

Firm details

Headquarters: Oakland, California
CRD number: 310129
Registered since: August 25, 2020
Website: www.carboncollective.co
Custodians: MATRIX SECURITIES, INC., ALTRUIST FINANCIAL LLC, ASCENSUS TRUST, THE STANDARD, EMPOWER TRUST COMPANY, ADP RETIREMENT SERVICES, MID ATLANTIC CAPITAL CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans45.84%
Pooled Investment Vehicles18.17%
Investment Companies18.1%
Individuals17.89%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Carbon Collective Investing, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional clients, delivering portfolio management for individuals/small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Its pricing mixes percentage-of-AUM and fixed-fee arrangements. The firm identifies as an active ESG investor, integrating environmental, social, and governance considerations into its strategies.