Carbon Collective Investing, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakland, CA. Its latest Form ADV filing, dated March 25, 2026, reports $348M in regulatory assets under management, 4 employees, and 1,292 accounts.
Assets Under Management
$348M
Employees
4
Offices
--
Total Clients
1,359
Primary office
OAKLAND, CA
2648 INTERNATIONAL BLVD, STE 301, OAKLAND, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.5% of total clients.
Top client categories% of clientsClients
1
Individuals
89.5%
1,216
2
Pension Plans
10.2%
139
3
Investment Cos.
0.1%
2
4
Pooled Investment Vehicles
0.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$348Mas of March 25, 2026
Discretionary100.0%
$348M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$348M
Total Accounts1,292
10Y AUM Change+$348M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee340:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.