# 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.

- CRD: 298222
- Filed as: THOMASLLOYD CLIMATE SOLUTIONS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pleasantville, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298222
- AdvisorCensus page: https://advisorcensus.com/firm/thomaslloyd-climate-solutions-llc-pleasantville-ny-298222

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% of assets a year

> The Adviser will be paid an investment management fee of 1% per annum of client assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $558,244,510
- Discretionary: $0
- Non-discretionary: $558,244,510

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $558,244,510 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $665,138,570 | 5 | March 29, 2021 |
| October 2022 | $930,000,000 | 4 | March 28, 2022 |
| October 2023 | $1,091,722,310 | 5 | March 30, 2023 |
| October 2024 | $946,000,000 | 6 | March 28, 2024 |
| October 2025 | $493,583,230 | 6 | March 31, 2025 |
| October 2026 | $558,244,510 | 6 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $493,583,230 to $558,244,510 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thomaslloyd Climate Solutions LLC (CRD 298222): Form ADV filing data as of October 2026.