Carbon Collective Investing, llc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$232,571,324
This total excludes 136 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
1,170
0% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
390
Average account size
$198,779
Client services
Portfolio management
Fee options
CCI Employer program charges up to $150/month plus up to 0.50% per annum of AUM for 3(38) services.
$0 - $5,000: 1.00% annually Over $5,000+: 0.25% annually
Account minimum: $1,000 minimum for CCI Personal accounts using the Funds; $100,000 minimum for custom/bespoke portfolios in CCI Personal; no minimum for CCI Employer Fee-only: Annual wrap fee based on assets under management as per tiered schedule; includes custodian, brokerage, and investment management fees.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Carbon Collective Investing, llc
2648 International Blvd, Ste 115
Oakland CA 94601, United States
Number of offices
1
Quick links
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Website
925-268-8041
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