Macroclimate provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Macroclimate reports 43 clients. They include 27 high-net-worth individuals, 12 individual clients and 4 charitable organizations. Of its assets, 100.0% ($210M across 103 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 2% |
| High-net-worth individuals | 63% | 97% |
| Charitable organizations | 9% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $4.98M | 2.4% | $415K |
| High-net-worth individuals | 27 | $205M | 97.5% | $7.58M |
| Charitable organizations | Fewer than 5 | $373K | 0.2% | $93.2K |
| Total | 43 | $210M | 100% | — |
- Clients
- 12
- Regulatory AUM
- $4.98M
- AUM share
- 2.4%
- Avg. per client
- $415K
- Clients
- 27
- Regulatory AUM
- $205M
- AUM share
- 97.5%
- Avg. per client
- $7.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $373K
- AUM share
- 0.2%
- Avg. per client
- $93.2K
Total
- Clients
- 43
- Regulatory AUM
- $210M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Macroclimate charges 0.25%–1.00% a year for its Investment Management Services. The fee is billed in arrears and is not negotiable.
Fee details and sources
Mark Kriss owns 25% to 50% of Macroclimate. The leadership team of Macroclimate includes Chief Compliance Officer Peter Kriss. It has 2 employees.
Leadership
Peter KrissChief Compliance Officer/Managing Member
Mark KrissMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of Macroclimate LLC
Mark Kriss
Control person · since February 2004
- Owns 25% to 50% of Macroclimate LLC
Peter Kriss
Control person · since January 2022
Macroclimate’s regulatory assets grew from $150M (January 2021) to $210M (July 2026); clients rose from 22 to 43 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $210M | 43 | 2 | 1 |
| Jul 2025July 2025 | $180M | 39 | 2 | 1 |
| Jul 2024July 2024 | $168M | 38 | 2 | 1 |
| Jan 2023January 2023 | $158M | 54 | 2 | 3 |
| Jan 2022January 2022 | $181M | 38 | 2 | 1 |
| Jan 2021January 2021 | $150M | 22 | 3 | 1 |
Besides its headquarters, Macroclimate has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Macroclimate LLC
- Headquarters
- Not reported
- Website
- macroclimate.com
- Phone
- 415-723-9695
- @macroclimate-llc
- SEC file
- 801-106574
- Structure
- California LLC
- Fiscal year end
- December
Macroclimate’s named custodian for separately managed accounts is Charles Schwab ($209M). Macroclimate does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $209M100%
At year end, Macroclimate’s separately managed accounts were mostly in stocks (51%) and funds (49%).
What the accounts hold
- Stocks51%
- Funds49%
How many clients does Macroclimate have?
Macroclimate has 43 clients and manages $210 million for them, as of July 2026. They include 27 high-net-worth individuals, 12 individual clients and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Macroclimate offer?
Macroclimate provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Macroclimate charge?
Macroclimate charges 0.25%–1.00% a year for its Investment Management Services. The fee is billed in arrears and is not negotiable.
Which custodians does Macroclimate use?
Macroclimate’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $209M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Macroclimate have?
Macroclimate has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Macroclimate invest in?
At the end of its last fiscal year, Macroclimate’s separately managed accounts held 51% non-exchange-traded equities and 49% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Macroclimate?
Macroclimate’s direct owners are Mark Kriss and Peter Kriss, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Macroclimate get paid?
Macroclimate is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Macroclimate?
Its phone number is 415-723-9695. Its website is macroclimate.com.