Macroclimate LLC logo

Macroclimate LLC

Updated today

Client assets under management

$209,730,652

Clients

39

69% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

20

Very Low

Average account size

$5,377,709

About

Macroclimate provides discretionary investment management and portfolio construction services to individuals, families, donor‑advised funds, and nonprofit organizations, using written investment policy statements and ongoing monitoring with at least quarterly rebalancing. The firm operates with a small advisory team and manages roughly $210 million in client assets across under 40 client relationships.

Its investment approach is grounded in Modern Portfolio Theory and a long‑term buy‑and‑hold orientation, emphasizing low‑cost passive and factor‑based mutual funds and ETFs while seeking to minimize taxes and transaction costs. Macroclimate offers a single, environment‑focused ESG strategy that seeks to exclude owners/operators of coal‑fired power and fossil fuel reserves and implements this strategy primarily through third‑party funds, including those managed by DFA and Vert Asset Management.

Distinctive for its peer group, the firm publicly discloses and advertises both hypothetical and historical performance, publishes periodicals/newsletters, and offers educational seminars or workshops for clients and prospects. Macroclimate’s brochure also discloses a 2023 SEC consent order related to prior use of hypothetical performance and recordkeeping deficiencies, which resulted in censure and a civil money penalty.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

ESG / Sustainable investing Passive / index investing Factor investing / smart beta

Fee options

Fixed

$2,000 flat fee for accounts $200,000 to $500,000

Percentage

$200,000 - $500,000: $2,000 flat fee $500,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.25%

Other

Account minimum: $200,000 (typically required, but may be waived on a per-client basis) Minimum fee: $2,000 flat fee for accounts valued between $200,000 and $500,000 Fee-only: Flat fee and percentage of assets under management as per tiers; no commissions or performance fees

Main office location

Macroclimate LLC

Sausalito CA, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Peter K

Series 65

Sausalito, CA

Macroclimate LLC

Peter Kriss is a financial advisor at Macroclimate LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Geofinancial Analytics, Inc., Qventus, Inc., and Medallia. Outside of advising, Kriss serves as an advisor to Qventus, Inc., helping design analytics products for hospital clients, and is a part owner and board chair of Geofinancial Analytics Canada Corp., a data provider focused on advancing the clean energy transition. Macroclimate provides discretionary investment management and portfolio construction services to individuals, families, donor-advised funds, and nonprofit organizations. The firm employs a long-term, low-cost, passive and factor-based investment approach with an environment-focused ESG strategy, managing approximately $210 million across fewer than 40 client relationships.

ESG / Sustainable investing Passive / index investing Factor investing / smart beta
user avatar

Mark K

Series 65

Sausalito, CA

Macroclimate LLC

Mark Kriss is a Series 65-credentialed financial advisor with 20 years of industry experience. He is a managing director at Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent data providers focused on advancing the clean energy transition through geospatial technology. He also serves on the Sustainability Council of Dimensional Fund Advisors, contributing to sustainability investment solutions. Kriss is a principal at Macroclimate LLC, a firm that provides discretionary investment management and portfolio construction services to individuals, families, donor-advised funds, and nonprofit organizations. Macroclimate employs a long-term, low-cost investment approach grounded in Modern Portfolio Theory and offers an environment-focused ESG strategy primarily implemented through third-party funds.

ESG / Sustainable investing Passive / index investing Factor investing / smart beta
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