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OCTOPUS ENERGY GENERATION

LONDON, United Kingdom · CRD 326704 · IAPD ↗ · 0808 164 1088

$11.80BRegulatory AUM
55Advisory reps
159Employees
0Clients
n/aPlanning clients
5Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

45
September 2026 — OCTOPUS ENERGY GENERATION reported RAUM up 84% ($6.40B -> $11.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
August 2025 — OCTOPUS ENERGY GENERATION shrank from 74 to 55 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
39
August 2024 — OCTOPUS ENERGY GENERATION reported RAUM up 46% ($5.18B -> $7.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2024 — OCTOPUS ENERGY GENERATION grew from 50 to 74 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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