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Thomaslloyd Climate Solutions LLC
Filed as THOMASLLOYD CLIMATE SOLUTIONS LLC
Thomaslloyd Climate Solutions LLC is an SEC-registered investment advisory firm in Pleasantville, NY, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Thomaslloyd Climate Solutions LLC compensated?
On its Form ADV (Item 5.E, October 2026), Thomaslloyd Climate Solutions LLC reports these compensation arrangements: a percentage of assets under its management.
What does Thomaslloyd Climate Solutions LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Thomaslloyd Climate Solutions LLC located?
Thomaslloyd Climate Solutions LLC's principal office is in Pleasantville, NY, according to its Form ADV.
Is Thomaslloyd Climate Solutions LLC registered with the SEC or a state?
Thomaslloyd Climate Solutions LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298222.
How much does Thomaslloyd Climate Solutions LLC manage?
Thomaslloyd Climate Solutions LLC reports $558,244,510 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).
How have Thomaslloyd Climate Solutions LLC's assets and staff changed since 2021?
In the Form ADV data for Thomaslloyd Climate Solutions LLC: Regulatory assets under management: $665,138,570 in the October 2021 data and $558,244,510 in the October 2026 data, down 16%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Thomaslloyd Climate Solutions LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Thomaslloyd Climate Solutions LLC 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/298222
What changed in Thomaslloyd Climate Solutions LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $493,583,230 to $558,244,510 (+13%).
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
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 2AAsset-based fee: 1% of assets a year
The brochure's wording
The Adviser will be paid an investment management fee of 1% per annum of client assets under management.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$558,244,510 as of October 2026, filing dated March 31, 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)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 6. Performing investment advisory functions: 2.
- 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 | $558,244,510 | 6 | March 31, 2026 |
| October 2025 | $493,583,230 | 6 | March 31, 2025 |
| October 2024 | $946,000,000 | 6 | March 28, 2024 |
| October 2023 | $1,091,722,310 | 5 | March 30, 2023 |
| October 2022 | $930,000,000 | 4 | March 28, 2022 |
| October 2021 | $665,138,570 | 5 | March 29, 2021 |
Regulatory assets under management: $665,138,570 in the October 2021 data and $558,244,510 in the October 2026 data, down 16%.
Total employees: 5 in October 2021 and 6 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- April 2026
- Regulatory assets under management went from $493,583,230 to $558,244,510 (+13%).
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.INot reported.
Source: 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. Thomaslloyd Climate Solutions LLC (CRD 298222): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/thomaslloyd-climate-solutions-llc-pleasantville-ny-298222