CLIMATE INVESTMENT
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 323024
- Registered since
- March 24, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Climate Investment LLC is organized as a limited liability company that provides portfolio management for pooled investment vehicles and functions as a sponsor and general partner of those vehicles. The firm is registered with the SEC (registration year 2023) and serves institutional clients. Its compensation combines a percentage-of-AUM fee with performance-based fees. The adviser identifies as an active ESG investor and incorporates those considerations into its advisory activities. The firm is not positioned as a capital allocator and is structured with domestic entity and individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1HEATHER SLATE
Senior Managing DirectorCRD 2698629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1415 Louisiana St
- Time zone
- CT (UTC-6)
- Office locations
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