Macroclimate LLC
SEC RegisteredInvestment Management for an Uncertain World
About the firm
Macroclimate is an investment management firm that offers globally diversified, ultra low carbon portfolios powered by Dimensional funds. The firm emphasizes low fees, advanced financial science, and sustainable investing, while also providing strategies designed to hedge against U.S. geopolitical instability. Clients are supported directly by the Managing Partner.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Global equity portfolio management, U.S. Instability Protection Plan (hedging strategies to replace a portion of bond allocation), sustainable and ultra low carbon investing, tax-efficient core equity technology, tax loss harvesting, and after-tax return optimization for liquidity events such as IPOs.
Who they serve
Investors seeking portfolio management, including those concerned about U.S. instability, climate change, tax efficiency, and outperforming index funds.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $5.0M |
| High Net Worth Individuals | 27 | $205M |
| State/Municipal Entities | 4 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $200,000 - $500,000 | — |
| $500,001 - $5,000,000 | 0.40% |
| $5,000,001 - $10,000,000 | 0.35% |
| $10,000,001 and above | 0.25% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Macroclimate LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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