Octopus Energy Generation is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated July 31, 2025, reports $6.4B in regulatory assets under management, 159 employees, and 16 accounts.
Assets Under Management
$6.4B
Employees
159
Offices
--
Total Clients
16
Primary office
LONDON
UK HOUSE, 5TH FLOOR, 164-182 OXFORD ST, LONDON, United Kingdom
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 37.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
37.5%
6
2
Pension Plans
31.3%
5
3
Other Advisers
25.0%
4
4
Corporations
6.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.4Bas of July 31, 2025
Discretionary99.0%
$6.3B
99% of total RAUM99.0%
Non-discretionary1.0%
$64M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.4B
Total Accounts16
10Y AUM Change+$1.2B (+23.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees159
Clients per Employee0:1
10Y Employee Change+49 (+44.5%)
* 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.