# Climate Investment

> Climate Investment is an SEC-registered investment advisory firm in Houston, TX, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 323024
- Filed as: CLIMATE INVESTMENT
- Legal name: Ogci Climate Investments Management Company (USA), LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323024
- AdvisorCensus page: https://advisorcensus.com/firm/climate-investment-houston-tx-323024

## Quick answers

**How is Climate Investment compensated?**
On its Form ADV (Item 5.E, October 2026), Climate Investment reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Climate Investment located?**
Climate Investment's principal office is in Houston, TX, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Climate Investment registered with the SEC or a state?**
Climate Investment is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323024.

**How much does Climate Investment manage?**
Climate Investment reports $831,381,391 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have Climate Investment's assets and staff changed since 2023?**
In the Form ADV data for Climate Investment: Regulatory assets under management: $350,000,000 in the October 2023 data and $831,381,391 in the October 2026 data, up 138%. Total employees: 53 in October 2023 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Climate Investment serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Climate Investment report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323024

**Does Climate Investment state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The minimum capital commitment for a limited partner is $25 million. OCIMCO or the General Partner may, in its sole discretion, elect to reduce or waive the minimum threshold for subscription amounts with respect to any investor."

**What changed in Climate Investment's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)

> The minimum capital commitment for a limited partner is $25 million. OCIMCO or the General Partner may, in its sole discretion, elect to reduce or waive the minimum threshold for subscription amounts with respect to any investor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $831,381,391
- Discretionary: $831,381,391
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $831,381,391 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 35 total, 25 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- London

### Websites listed on Form ADV (Item 1.I)
- climateinvestment.com
- LinkedIn @ogci-climate-investments-llp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $350,000,000 | 53 | July 21, 2023 |
| October 2024 | $396,000,000 | 46 | July 3, 2024 |
| October 2025 | $469,866,406 | 39 | May 29, 2025 |
| October 2026 | $831,381,391 | 35 | May 26, 2026 |

Regulatory assets under management: $350,000,000 in the October 2023 data and $831,381,391 in the October 2026 data, up 138%.
Total employees: 53 in October 2023 and 35 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 26 to 25.
- Regulatory assets under management went from $469,866,406 to $831,381,391 (+77%).
- No longer lists an office in San Francisco, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Climate Investment (CRD 323024): Form ADV filing data as of October 2026.