9AT: MACROCLIMATE LLC

Adviser Profile

As of Date	07/09/2026
Registration	SEC, Approved, 08/24/2015
Other registrations (1)	California, Terminated, 09/25/2015
Contact Info	415 xxxxxxx
Websites

AUM^*	210,103,496 17%
of that, discretionary	210,103,496 17%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	2,039,840 -10%
% High Net Worth	62.79% -2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser THREADGILL FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM399.4m	#Funds-
Adviser HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM277.4m	#Funds-
Adviser ADK WEALTH ADVISORY GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM768.5m	#Funds-
Adviser OAK ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM284.7m	#Funds-
Adviser GOLDEN GATE PERSONAL FINANCIAL PLANNING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM195.9m	#Funds-
Adviser S. R. SCHILL & ASSOCIATES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM143.1m	#Funds-
Adviser WEALTH ENHANCEMENT & PRESERVATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM185.0m	#Funds-
Adviser WEALTHSTAR ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM723.6m	#Funds-
Adviser INVESTABLE WEALTH, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM110.0m	#Funds-
Adviser STONEBRIDGE CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM197.8m	#Funds-

Brochure Summary

Overview

Macroclimate is an SEC-registered investment adviser with its principal place of business at Oakland, CA and postal mailing address at Box 7775 #20915, San Francisco, CA 94120. We began conducting business in 2004. Peter Kriss, Ph.D. is the firm’s Managing Member, Managing Partner, Chief Investment Officer and Chief Compliance Officer. Mark R. Kriss, Partner is Member of Macroclimate LLC. INVESTMENT MANAGEMENT SERVICES Macroclimate offers the following advisory services to our clients: Our firm provides asset management of client funds based on the needs of each client. Through personal discussions in which investment goals and objectives based on the client's particular circumstances are established, we develop the client's personal investment policy statement. We create and manage client portfolios based on that policy. During our data-gathering process, we determine the client’s investment time horizon, risk tolerance and importance of environmental considerations among other factors. As appropriate, we may also review and discuss a client’s prior investment history,

as well as family composition and background. We manage these advisory accounts on a discretionary basis. Once the client's portfolio has been established, we review the portfolio annually, and if necessary, rebalance the portfolio no less frequently than on an annual basis, based on the client's individual needs. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities:
• Exchange-listed securities
• Exchange-traded funds
• Certificates of deposit
• Municipal securities
• Mutual fund shares
• United States governmental securities Because some types of investments involve certain additional degrees of risk, they will only be recommended when consistent with the client's stated investment objectives, investment horizon, risk tolerance, liquidity and suitability. AMOUNT OF MANAGED ASSETS As of December 31, 2023, we were managing $168,265,935 of clients' assets on a discretionary basis.

MACROCLIMATE LLC

MACROCLIMATE LLC

KRISS INVESTMENT GROUP

MARK R. KRISS INVESTMENT ADVISOR

MARK R. KRISS

KRISS, MARK, RICHARD

KRISS INVESTMENT GROUP LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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MACROCLIMATE LLC MACROCLIMATE LLC KRISS INVESTMENT GROUP MARK R. KRISS INVESTMENT ADVISOR MARK R. KRISS KRISS, MARK, RICHARD KRISS INVESTMENT GROUP LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

MACROCLIMATE LLC

MACROCLIMATE LLC

KRISS INVESTMENT GROUP

MARK R. KRISS INVESTMENT ADVISOR

MARK R. KRISS

KRISS, MARK, RICHARD

KRISS INVESTMENT GROUP LLC