{ "crd_number": 326704, "slug": "octopus-energy-generation-london-326704", "primary_business_name": "OCTOPUS ENERGY GENERATION", "legal_name": "OCTOPUS RENEWABLES LTD.", "dbas": [], "city": "London", "state": null, "country": "United Kingdom", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-07-17", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-08-03", "carried_forward": false, "raum_total": 11796721901.0, "raum_discretionary": 11796721901.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 159, "advisory_employees": 55, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "state_municipal": { "raum": 872661804.0, "count": null, "fewer_than_5": true }, "investment_companies": { "raum": 1196956796.0, "count": 1 }, "pension_profit_sharing": { "raum": 1799474154.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 5068588103.0, "count": 7 }, "corporations_other_businesses": { "raum": 2859041044.0, "count": 9 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://linkedin.com/company/octopusenergygeneration", "https://octopusenergygeneration.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326704", "city_as_filed": "LONDON", "url": "https://advisorcensus.com/firm/octopus-energy-generation-london-326704", "display_name": "Octopus Energy Generation", "summary": "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.", "citation": "AdvisorCensus. Octopus Energy Generation (CRD 326704): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Octopus Energy Generation compensated?", "a": "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." }, { "q": "Where is Octopus Energy Generation located?", "a": "Octopus Energy Generation's principal office is in London, United Kingdom, according to its Form ADV." }, { "q": "Is Octopus Energy Generation registered with the SEC or a state?", "a": "Octopus Energy Generation is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326704." }, { "q": "How much does Octopus Energy Generation manage?", "a": "Octopus Energy Generation reports $11,796,721,901 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)." }, { "q": "How have Octopus Energy Generation's assets and staff changed since 2023?", "a": "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." }, { "q": "What types of clients does Octopus Energy Generation serve?", "a": "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)." }, { "q": "Does Octopus Energy Generation report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Octopus Energy Generation's recent Form ADV filings?", "a": "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)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 5182674658.0, "total_employees": 110, "filing_date": "2023-07-03" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7567091233.0, "total_employees": 153, "filing_date": "2024-08-05" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6395167815.0, "total_employees": 159, "filing_date": "2025-07-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 11796721901.0, "total_employees": 159, "filing_date": "2026-08-03" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "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)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/octopus-energy-generation-london-326704.md", "clients": [ { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 1196956796.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 7, "fewer_than_5": false, "raum": 5068588103.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 1799474154.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": true, "raum": 872661804.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 9, "fewer_than_5": false, "raum": 2859041044.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "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/326704", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }