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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-15-2004
- Office Locations
- 1
Office Locations
About Macroclimate LLC
Macroclimate is a boutique RIA where clients work directly with the Managing Partner, combining evidence-based, low-fee portfolio design with ultra-low-carbon, sustainability-screened global equity portfolios using Dimensional funds. The firm emphasizes tax-efficient implementation (patented core equity tech and continuous tax-loss harvesting) and after-tax planning around stock options and IPO liquidity events, plus a US Instability Protection Plan using hedging strategies as a bond substitute.
Reported data analysis
What the numbers show
Between August 7, 2025 and July 9, 2026, reported AUM increased 16.9%, from $179.7M to $210.1M.
Across 5 reported observations, AUM increased 16.3% between January 7, 2022 and July 9, 2026, from $180.6M to $210.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 43 clients, or 21.5 clients per representative. That equates to $4.9M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Macroclimate LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK RICHARD KRISS
Partner, Macroclimate
- CRD
- #4769406
- Ownership
- 25% but less than 50%
Peter Holton Kriss
Chief Compliance Officer, Managing Member
- CRD
- #6599826
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,103,496 | $2,039,840 |
| Non-Discretionary | $0 | -- |
| Total | $210,103,496 | $2,039,840 |
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Separately Managed Accounts
SMA allocation detail is available
Macroclimate LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.