{
  "crd_number": 130655,
  "slug": "macroclimate-llc-san-francisco-ca-130655",
  "primary_business_name": "MACROCLIMATE LLC",
  "legal_name": "MACROCLIMATE LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-08-24",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-07-09",
  "carried_forward": false,
  "raum_total": 210103496.0,
  "raum_discretionary": 210103496.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 372844.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 4975601.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 204755051.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/macroclimate-llc",
    "https://macroclimate.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130655",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/macroclimate-llc-san-francisco-ca-130655",
  "display_name": "Macroclimate LLC",
  "summary": "Macroclimate LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.",
  "citation": "AdvisorCensus. Macroclimate LLC (CRD 130655): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Macroclimate LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Macroclimate LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Macroclimate LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 22, 2026 states: Flat fee: $2,000 (Investment Management Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Macroclimate LLC located?",
      "a": "Macroclimate LLC's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Macroclimate LLC registered with the SEC or a state?",
      "a": "Macroclimate LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 130655."
    },
    {
      "q": "How much does Macroclimate LLC manage?",
      "a": "Macroclimate LLC reports $210,103,496 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Macroclimate LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Macroclimate LLC: Regulatory assets under management: $150,348,700 in the October 2021 data and $210,103,496 in the October 2026 data, up 40%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Macroclimate LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (12); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Macroclimate LLC use?",
      "a": "Macroclimate LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Macroclimate LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130655"
    },
    {
      "q": "What changed in Macroclimate LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $179,659,037 to $210,103,496 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 150348700.0,
      "total_employees": 3,
      "filing_date": "2021-01-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 180598970.0,
      "total_employees": 2,
      "filing_date": "2022-01-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 157914281.0,
      "total_employees": 2,
      "filing_date": "2023-01-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 168265935.0,
      "total_employees": 2,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 179659037.0,
      "total_employees": 2,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 210103496.0,
      "total_employees": 2,
      "filing_date": "2026-07-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $179,659,037 to $210,103,496 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,000 (Investment Management Services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 (Investment Management Services)"
        ],
        "quotes": [
          "$200,000 - $500,000 $2,000.00 (flat fee)"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 2000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Investment Management Services"
        }
      ]
    },
    "quotes": [
      "$200,000 - $500,000 $2,000.00 (flat fee)"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/macroclimate-llc-san-francisco-ca-130655.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 4975601.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 204755051.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 372844.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130655",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}