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CLIMATE INVESTMENT

HOUSTON, TX · CRD 323024 · IAPD ↗ · 1-713-402-8266

$831.4MRegulatory AUM
25Advisory reps
35Employees
3Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

43
May 2026 — OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC is now doing business as CLIMATE INVESTMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2026 — OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC crossed $500M in regulatory AUM ($469.9M -> $831.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
30
April 2025 — OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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