OVERTURE CLIMATE LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
316885
Registered since
March 7, 2024

Firm profile

FINTRX

Overview

Overture Climate LLC is organized as a limited liability company and operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles. The firm is SEC-registered as of 2024 and is owned by an individual, but it does not report traditional advisory relationships with retail clients. Its public filings identify the business as focused on pooled private funds rather than on delivering ongoing advisory accounts to retail or institutional advisory clients. Although the firm’s name implies a climate focus, filings indicate it is not classified as an active ESG investor. Overture Climate’s activity centers on forming and managing venture-style private funds. As sponsor and GP, the firm handles fund governance, capital calls, manager selection and oversight, and typical GP responsibilities for venture vehicles. The firm is not listed as a multi-state adviser and does not appear to operate as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael O'Neil

    Co-Founder & PartnerCRD 8052841

  • SHOMIK DUTTA

    Co-FounderCRD 6081938

  • Brandon Hurlbut

    Co-FounderCRD 7448771

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
3019 Ocean Park Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth