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THOMASLLOYD CLIMATE SOLUTIONS LLC

PLEASANTVILLE, NY · CRD 298222 · IAPD ↗ · (914) 449-9703

$558.2MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — THOMASLLOYD CLIMATE SOLUTIONS LLC crossed $500M in regulatory AUM ($493.6M -> $558.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2025 — THOMASLLOYD CLIMATE SOLUTIONS LLC reported RAUM up 234% ($148.0M -> $493.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
December 2024 — THOMASLLOYD CLIMATE SOLUTIONS LLC reported RAUM down 84% ($946.0M -> $148.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
December 2024 — THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC is now doing business as THOMASLLOYD CLIMATE SOLUTIONS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.