Carbon Collective Investing, LLC
● SEC registered since 2020CRD 310129SEC# 801-119296Oakland, CA
Reg. AUM
$348.4M
Employees
4
Accounts
1,292
Location
Oakland, CA
Carbon Collective Investing, LLC assets under management
Carbon Collective Investing, LLC is an investment advisory firm registered with the SEC based in Oakland, CA. The firm has been registered since 2020. It reports $348.4 million in regulatory assets under management and employs 4 people.
Carbon Collective Investing, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Marshall Myers Regulinski Control | Co-Founder & Chief Compliance Officer | Under 5% | 2016 |
| Osmo Systems, Inc Control | Parent Company | Over 75% | 2020 |
| Zachary Ruark Stein | Co-Founder | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Carbon Collective Investing, LLC manage?
Carbon Collective Investing, LLC reports $348.4 million in regulatory assets under management on its Form ADV.
How many employees does Carbon Collective Investing, LLC have?
Carbon Collective Investing, LLC reports 4 employees.
Where is Carbon Collective Investing, LLC located?
Carbon Collective Investing, LLC is based in Oakland, CA and has been SEC-registered since 2020.
Does Carbon Collective Investing, LLC disclose fund performance?
Carbon Collective Investing, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2648 International Blvd, Ste 301, Oakland, CA 94601 |
| Phone | 925-268-8041 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$348.4M▲ 50%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$348.4Mregulatory AUM
Discretionary $348.4M