AdvisorCensus / Financial advisors / Octopus Energy Generation
Octopus Energy Generation
Filed as OCTOPUS ENERGY GENERATION · Legal name Octopus Renewables Ltd.
Octopus Energy Generation is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2023, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.
Quick answers
From the filingHow is Octopus Energy Generation compensated?
On its Form ADV (Item 5.E, October 2026), Octopus Energy Generation reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Octopus Energy Generation located?
Octopus Energy Generation's principal office is in London, United Kingdom, according to its Form ADV.
Is Octopus Energy Generation registered with the SEC or a state?
Octopus Energy Generation is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326704.
How much does Octopus Energy Generation manage?
Octopus Energy Generation reports $11,796,721,901 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).
How have Octopus Energy Generation's assets and staff changed since 2023?
In the Form ADV data for Octopus Energy Generation: Regulatory assets under management: $5,182,674,658 in the October 2023 data and $11,796,721,901 in the October 2026 data, up 128%. Total employees: 110 in October 2023 and 159 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Octopus Energy Generation serve?
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (9); pooled investment vehicles (other than investment companies and business development companies) (7); investment companies (1).
Does Octopus Energy Generation 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/326704
What changed in Octopus Energy Generation's recent Form ADV filings?
In the September 2026 filing data: Regulatory assets under management went from $6,395,167,815 to $11,796,721,901 (+84%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 3, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$11,796,721,901 as of October 2026, filing dated August 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Octopus Renewables Ltd.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 159. Performing investment advisory functions: 55.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $11,796,721,901 | 159 | August 3, 2026 |
| October 2025 | $6,395,167,815 | 159 | July 31, 2025 |
| October 2024 | $7,567,091,233 | 153 | August 5, 2024 |
| October 2023 | $5,182,674,658 | 110 | July 3, 2023 |
Regulatory assets under management: $5,182,674,658 in the October 2023 data and $11,796,721,901 in the October 2026 data, up 128%.
Total employees: 110 in October 2023 and 159 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Regulatory assets under management went from $6,395,167,815 to $11,796,721,901 (+84%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Octopus Energy Generation (CRD 326704): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/octopus-energy-generation-london-326704