9AT: OCTOPUS ENERGY GENERATION

other names

OCTOPUS ENERGY GENERATION
OCTOPUS RENEWABLES LTD.

Adviser Profile

As of Date	07/31/2025
ADV Location	LONDON, United Kingdom
Adviser Type - Large advisory firm - Outside the United States
Number of Employees	159 45%
of those in investment advisory functions	55 10%
Registration	SEC, Approved, 07/17/2023

AUM^*	6,395,167,815 23%
of that, discretionary	6,331,151,273 101%
Private Fund GAV^*	2,937,149,308 128%
Avg Account Size	399,697,988 -23%
SMA’s	No
Private Funds	3 2
Contact Info	080 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count3	GAV$2,937,149,308

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 EAGLETREE CAPITAL, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund11.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV11.5b	AUM4.8b	#Funds26
Adviser BALBEC CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund6.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund250.0k	Total Private Fund GAV6.3b	AUM7.2b	#Funds25
Adviser SILVERSMITH CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund13.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.8b	AUM5.3b	#Funds30
Adviser PROCYON	Hedge Fund26.5m	Liquidity Fund-	Private Equity Fund10.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV37.2m	AUM7.8b	#Funds2
Adviser PATIENT SQUARE CAPITAL, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund11.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV11.9b	AUM12.0b	#Funds43
Adviser GSV EQUITY HOLDINGS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM5.4b	#Funds12
Adviser BLACKSTONE PRIVATE CREDIT STRATEGIES LLC	Hedge Fund2.2b	Liquidity Fund-	Private Equity Fund23.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV25.8b	AUM28.3b	#Funds64
Adviser 57 STARS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.1b	AUM4.1b	#Funds27
Adviser RIDGEWOOD ENERGY CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.8b	AUM3.9b	#Funds6
Adviser FLEXSTONE PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund5.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.3b	AUM5.3b	#Funds25

Brochure Summary

Overview

Overview. Octopus Renewables Limited, which operates under the trading name Octopus Energy Generation (referred to as “OEGEN”, “Firm”, “we”, “our” or “us”) is a registered investment adviser with the US Securities and Exchange Commission (“SEC”). OEGEN is also authorised and regulated by the Financial Conduct Authority in the UK under Firm Reference Number 473797. OEGEN is a London-based leading specialist energy transition and renewable energy investment manager that invests in renewable energy operating and construction assets, development projects, developers and broader projects and companies relating to the energy transition. The team was set up in 2010 based on the belief that investors can play a vital role in helping to avert climate change. OEGEN is a wholly owned subsidiary of Octopus Energy Group Limited (“OEGL”). Advisory Services.

OEGEN provides discretionary advisory and sub advisory services to private funds, professional, accredited, and institutional investors. These consist of pooled alternative investment funds, Separate Managed Accounts as well as one investment trust listed on the London Stock Exchange (singularly, the “Fund”; collectively, the “Funds”). Separate Managed Accounts are managed in accordance with the particular investment objectives, strategies, restrictions, and guidelines detailed in relevant agreements. Pooled investment funds are not tailored to the individualised needs of any particular investor. Each investor receives a complete set of offering materials with detailed information regarding investment objectives and investment style prior to investing. Assets under management. As of 30 Dec 22, OEGEN has $5.18bn in discretionary assets under management.

OCTOPUS ENERGY GENERATION

Adviser Profile

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Brochure Summary

Overview