CARBON COLLECTIVE INVESTING, LLC

Overview

Carbon Collective Investing, LLC is a fee-based registered investment adviser established in 2020 that centers its portfolios on ESG principles. The firm serves both individual and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles and investment companies. Its stated fee arrangements include both percentage-of-assets-under-management and fixed fees, and it appears to structure client relationships around separate managed accounts and pooled structures rather than product distribution. Investment emphasis is toward publicly traded equities and exchange-traded products, and the firm identifies itself as an active ESG investor. That emphasis shows up in how the firm allocates across equity sleeves and ETF vehicles, with portfolio construction geared toward liquid, screened instruments rather than heavy allocations to third‑party alternative managers. Carbon Collective’s business model supports discretionary management and implementation of ESG criteria across client portfolios.

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Public Holdings

Investments & Alternatives

Location & Offices