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CARBON COLLECTIVE INVESTING, LLC
CRD 310129 · SEC 801-119296
2648 INTERNATIONAL BLVD, STE 301, OAKLAND, CA, 94601, United States
Phone
925-268-8041
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$348.4M
Discretionary AUM
$348.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1216 | $62.3M |
| Investment companies | 2 | $63.0M |
| Pooled investment vehicles | 2 | $63.3M |
| Pension/profit sharing plans | 139 | $159.7M |
States served
VT, AZ, CA, CO, DE, DC, GA, IL, IN, IA, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.carboncollectivefunds.com
- https://carboncollective.co
- https://www.instagram.com/carbon.collective/?hl=en
- https://x.com/CarbnCollective
- https://m.facebook.com/carboncollectiveinvesting/
- https://www.linkedin.com/company/carbon-collective/
- https://www.tiktok.com/@carbon.collective
- https://www.youtube.com/@carboncollective-sustainab3703
Official SEC filing: View on IAPD