Climate Investment

RIASEC Registered
Total AUM
$831M
Discretionary
$831M
100% of AUM
Avg account
$208M
Accounts
4
Employees
35
Advisory reps
1

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

FINTRX

Overview

Climate Investment is a privately held limited liability company that operates as a private equity fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2023) and provides portfolio management for pooled investment vehicles. Ownership is a mix of a domestic entity and individuals, and the firm serves primarily institutional investors under a fee structure that combines a percentage of assets under management with performance-based fees. Climate Investment self-identifies as an active ESG investor and functions as an adviser, sponsor and managing member/GP of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth