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CARBON COLLECTIVE INVESTING, LLC

OAKLAND, CA · CRD 310129 · IAPD ↗ · carboncollectivefunds.com · 925-268-8041

$348.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CARBON COLLECTIVE INVESTING, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — CARBON COLLECTIVE INVESTING, LLC reported RAUM up 50% ($232.6M -> $348.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — CARBON COLLECTIVE INVESTING, LLC notice-filed in NE, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — CARBON COLLECTIVE INVESTING, LLC reported RAUM up 89% ($122.9M -> $232.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
January 2025 — CARBON COLLECTIVE INVESTING, LLC notice-filed in MT, NM, NV, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — CARBON COLLECTIVE INVESTING, LLC reported RAUM up 47% ($83.5M -> $122.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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