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Octopus Renewables

SEC-registered adviser since 2023London, United KingdomCRD 326704

17
Clients
55
Advisory staff

From Form ADV filed 3 August 2026 · data retrieved 15 October 2026SEC record

Octopus Renewables is an investment adviser headquartered in London, United Kingdom, and registered with the SEC since 2023. Its clients include pooled investment vehicles, corporations and other businesses, and pension and profit-sharing plans.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management and performance-based fees. Octopus Energy Generation Fund Management Holdings LTD owns 75% or more of Octopus Renewables, and Matthew Setchell is its CEO.

Clients

Octopus Renewables serves 17 clients, 9 of them corporations and other businesses. The average client has about $694 million with the firm.

Regulatory assets by client type
  • Investment companies1 clients10%
  • Pooled investment vehicles7 clients43%
  • Pension and profit-sharing plans15%
  • State or municipal government entities7%
  • Corporations and other businesses9 clients24%
Show client breakdown
Investment companies
Clients
1
Regulatory AUM
$1,196,956,796
Share
10.1%
Avg. per client
$1.20B
Pooled investment vehicles
Clients
7
Regulatory AUM
$5,068,588,103
Share
43.0%
Avg. per client
$724.1M
Pension and profit-sharing plans
Clients
Not reported
Regulatory AUM
$1,799,474,154
Share
15.3%
Avg. per client
—
State or municipal government entities
Clients
Not reported
Regulatory AUM
$872,661,804
Share
7.4%
Avg. per client
—
Corporations and other businesses
Clients
9
Regulatory AUM
$2,859,041,044
Share
24.2%
Avg. per client
$317.7M

Total

Clients
17
Regulatory AUM
$11,796,721,901
Share
100%
Avg. per client
$693.9M

What it does

Octopus Renewables provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.

Octopus Renewables advises 5 private funds.

100.0% of assets ($11.80B across 22 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Other100%
    • Renewable energy assets and investee companies.100%

Custodians

Octopus Renewables does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$11.80B100%

Ownership and leadership

Octopus Energy Generation Fund Management Holdings LTD owns 75% or more of Octopus Renewables, and Matthew Setchell is its CEO.

Who owns the firm
Octopus Renewables LTD.· the adviser
  • Octopus Energy Generation Fund Management Holdings LTD

    Control person · since December 2023

    Owns 75% or more of Octopus Renewables LTD.
  • Octopus Energy Group Limited

    Control person · since October 2020

    Owns 75% or more of Octopus Renewables LTD.

Leadership

  • Matthew Setchell
    Chief Executive Officer
  • Osama Raja
    Chief Compliance Officer
  • Alexander Brierley
    Director
  • Laura Halstead
    Director
  • Zoisa North-Bond
    Director

Staff

  • 159 employees
  • 55 in advisory functions
  • 2 soliciting firms

Fees

Octopus Renewables is paid through a percentage of assets under management and performance-based fees.

Octopus Renewables’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Octopus Renewables has 0 offices, with 1 listed address with no US state reported.

Registration details

Legal name
Octopus Renewables LTD.
Headquarters
Uk House, 5th Floor, 164-182 Oxford ST, London, United Kingdom W1D 1NN
Website
Not reported
SEC file
801-128341
Structure
corporation organized in United Kingdom
Fiscal year end
April

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Octopus Renewables have?

Octopus Renewables has 17 clients and manages $11.8 billion for them, as of August 2026. They include 9 corporations and other businesses, 7 pooled investment vehicles and 1 investment companies.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026

What services does Octopus Renewables offer?

Octopus Renewables provides portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Octopus Renewables have?

Octopus Renewables has 0 investment adviser representatives registered with state securities authorities, out of 159 employees, and 55 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 Octopus Renewables invest in?

At the end of its last fiscal year, Octopus Renewables’ separately managed accounts held 100% renewable energy assets and investee companies.. It advises 5 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Octopus Renewables?

Octopus Renewables is owned through a chain of holding companies by Oe Holdco Limited and Octopus Energy Generation LTD. Its direct owners are Octopus Energy Generation Fund Management Holdings LTD (75% or more) and Octopus Energy Group Limited (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026

How does Octopus Renewables get paid?

Octopus Renewables is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 3 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 326704.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Octopus Renewables LTD. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.