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Carbon Collective Investing, LLC

● SEC registered since 2020CRD 310129SEC# 801-119296Oakland, CA
Export (members)
Reg. AUM
$232.6M
Employees
5
Accounts
1,306
Location
Oakland, CA

Carbon Collective Investing, LLC assets under management

Carbon Collective Investing, LLC is an investment advisory firm registered with the SEC based in Oakland, CA. The firm has been registered since 2020. It reports $232.6 million in regulatory assets under management and employs 5 people.

Carbon Collective Investing, LLC owners & executives

5 reported
NameTitleOwnershipSince
James Marshall Myers Regulinski ControlCo-Founder & Chief Compliance OfficerUnder 5%2016
Osmo Systems, Inc ControlParent CompanyOver 75%2020
Zachary Ruark SteinCo-FounderUnder 5%2014
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Frequently asked questions

How much does Carbon Collective Investing, LLC manage?

Carbon Collective Investing, LLC reports $232.6 million in regulatory assets under management on its Form ADV.

How many employees does Carbon Collective Investing, LLC have?

Carbon Collective Investing, LLC reports 5 employees.

Where is Carbon Collective Investing, LLC located?

Carbon Collective Investing, LLC is based in Oakland, CA and has been SEC-registered since 2020.

Does Carbon Collective Investing, LLC disclose fund performance?

Carbon Collective Investing, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2648 International Blvd, Ste 115, Oakland, CA 94601
Phone925-268-8041
FaxN/A
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$232.6M
Non-discretionary$0
Total (RAUM)$232.6M