DBA: CLIMATE INVESTMENT
| Total AUM | $831.4M |
| Discretionary | $831.4M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $207.8M |
| Employees | 35 |
| Peak AUM | $831.4MMar 2026 |
Total AUM
$831M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $831M | +76.9% | +35.7% | — | |
| Discretionary AUM | $831M | ||||
| Total AUM | $831.4M |
| Discretionary | $831.4M |
| Employees | 35 |
| Client Accounts | 4 |
Address
1415 LOUISIANA ST
HOUSTON TX 77002
Phone
1-713-402-8266
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$831M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +76.9% |
| +35.7% |
| — |
| Total Accounts | 4 | +33.3% | +10.7% | — |
| Avg Account Size | $208M | +32.7% | +22.6% | — |
| Employees | 35 | 10.3% | 13.6% | — |
| AUM / Employee | $24M | +97.2% | +57.1% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $831M | +76.9% | +35.7% | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | +33.3% | +10.7% | — | |