Data / Investment advisers / California / Carbon Collective Investing, LLC
Carbon Collective Investing, LLC, Oakland, CA: $348 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Carbon Collective Investing, LLC is an SEC registered investment adviser with its main office in Oakland, California and reports $348 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include pension and profit sharing plans, pooled investment vehicles and investment companies. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Carbon Collective Investing, LLC (CRD number 310129): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 310129
- SEC file number
- 801-119296
- SEC status
- Approved, effective August 25, 2020
- Main office
- 2648 International Blvd Ste 301, Oakland, CA 94601
- Phone
- (925) 268-8041
- Website
- carboncollectivefunds.com
- Regulatory AUM
- $348,353,604 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $348,353,604
- Accounts
- 1,292
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 139 | $159.7 million |
| Pooled investment vehicles | 2 | $63.3 million |
| Investment companies | 2 | $63.1 million |
| Individuals (other than high net worth individuals) | 1,216 | $62.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $348.4 million | March 25, 2026 |
| December 1, 2025 | $232.6 million | November 12, 2025 |
Other advisers in Oakland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Berkeley Partners Management, LLC | Oakland | $3.06 billion | Not listed | adviserinfo.sec.gov |
| Veris Wealth Partners, LLC | Oakland | $2.86 billion | 1 | adviserinfo.sec.gov |
| Liberty Wealth Management, LLC | Oakland | $1.73 billion | 1 | adviserinfo.sec.gov |
| Merritt Point Partners LLC | Oakland | $636.1 million | 2 | adviserinfo.sec.gov |
| Financial Avengers, Inc. | Oakland | $488.4 million | Not listed | adviserinfo.sec.gov |
| Granite Capital | Oakland | $314.6 million | Not listed | adviserinfo.sec.gov |
| Illumen Capital Management, LLC | Oakland | $294.9 million | 6 | adviserinfo.sec.gov |
| Authentic Ventures Investment Manager, LLC | Oakland | $201.2 million | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oakland, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving pooled investment vehicles
- Carbon Collective Investing, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.