Data / Investment advisers / Texas / Climate Investment
Climate Investment, Houston, TX: $831 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Climate Investment is an SEC registered investment adviser with its main office in Houston, Texas and reports $831 million in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
The request: Watch Climate Investment (CRD number 323024): 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
- 323024
- SEC file number
- 801-127524
- SEC status
- Approved, effective March 24, 2023
- Legal name
- Ogci Climate Investments Management Company (USA), LLC
- Main office
- 1415 Louisiana St Suite 3300, Houston, TX 77002
- Phone
- (713) 402-8266
- Regulatory AUM
- $831,381,391 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $831,381,391
- Accounts
- 4
- Employees
- 35, of which 25 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $138,699,779
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 27, 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 |
|---|---|---|
| Pooled investment vehicles | 4 | $831.4 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 | $831.4 million | March 25, 2026 |
| December 1, 2025 | $469.9 million | May 29, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | Houston | $938.5 million | Not listed | adviserinfo.sec.gov |
| Ara GC Partners, LLC | Houston | $935.9 million | 11 | adviserinfo.sec.gov |
| Lavaca Capital, LLC | Houston | $927.1 million | 2 | adviserinfo.sec.gov |
| Goodman Financial Corporation | Houston | $915.9 million | Not listed | adviserinfo.sec.gov |
| Gec Advisors LLC | Houston | $892.1 million | 8 | adviserinfo.sec.gov |
| Platform Partners LLC | Houston | $824.8 million | 2 | adviserinfo.sec.gov |
| Franklin, Parlapiano, Turner & Welch LLC | Houston | $811.5 million | Not listed | adviserinfo.sec.gov |
| Tanglewood Legacy Advisors, LLC | Houston | $809 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Climate Investment 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.