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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- FrontierPeak legacy +more
- Established Date
- 04-15-2004
- Office Locations
- 2
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.
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Owner & Executives
MARK RICHARD KRISS
--
- 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
Total SMA Asset: $210,103,496
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,232,552,134 | 44.9% |
| Public Funds | $2,739,724,333 | 55.1% |
| Total | $4,972,276,467 | 100.0% |