# Octopus Energy Generation

> 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.

- CRD: 326704
- Filed as: OCTOPUS ENERGY GENERATION
- Legal name: Octopus Renewables Ltd.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326704
- AdvisorCensus page: https://advisorcensus.com/firm/octopus-energy-generation-london-326704

## Quick answers

**How 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

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

### Regulatory assets under management (Item 5.F)
- Total: $11,796,721,901
- Discretionary: $11,796,721,901
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $1,196,956,796 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $5,068,588,103 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,799,474,154 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $872,661,804 |
| Corporations or other businesses not listed above | 9 | $2,859,041,044 |

### 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 159 total, 55 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [octopusenergygeneration.com](https://octopusenergygeneration.com)
- LinkedIn @octopusenergygeneration

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $5,182,674,658 | 110 | July 3, 2023 |
| October 2024 | $7,567,091,233 | 153 | August 5, 2024 |
| October 2025 | $6,395,167,815 | 159 | July 31, 2025 |
| October 2026 | $11,796,721,901 | 159 | August 3, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Octopus Energy Generation (CRD 326704): Form ADV filing data as of October 2026.