Macroclimate LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$209,730,652
Clients
39
Advisors
2
of 2 employees
About
Macroclimate provides discretionary investment management primarily to individual clients, including high-net-worth individuals, and also works with donor-advised funds and nonprofit organizations. Services center on portfolio construction, ongoing monitoring and quarterly rebalancing, and the firm also licenses proprietary model strategies to unaffiliated third‑party advisers.
The firm’s investment approach is grounded in Modern Portfolio Theory with a long-term buy-and-hold orientation, implemented largely through passive and factor-based mutual funds and ETFs while focusing on tax and transaction-cost minimization. Macroclimate offers a firm-wide ESG strategy that emphasizes environmental factors — seeking to exclude owners/operators of coal-fired power and fossil fuel reserves and to tilt toward more sustainable companies — and commonly uses third-party funds such as DFA and Vert to implement it.
Distinctive disclosures in the brochure note that the firm publicly presents both hypothetical and historical performance, issues periodicals/newsletters, and offers educational seminars or workshops, practices that the firm describes as uncommon among peers. The brochure also discloses that Macroclimate consented in 2023 to an SEC order related to its advertised hypothetical performance (resulting in a censure and civil money penalty), and that it receives asset-based compensation when third-party advisers use its licensed strategies and participates on DFA’s Sustainability Council—arrangements the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Flat fee of $2,000 annually for accounts $200,000 - $500,000
$0 - $199,999: Maximum annual fee of 1.00% applied if account drops below $200,000 $200,000 - $500,000: Flat fee of $2,000 annually $500,001 - $5,000,000: 0.40% annually $5,000,001 - $10,000,000: 0.35% annually $10,000,001+: 0.25% annually
Account minimum: $200,000 Minimum fee: $2,000 flat fee for accounts $200,000 - $500,000 Fee-only: Flat fee of $2,000 available for accounts between $200,000 and $500,000; otherwise, asset-based fees apply
Main office
Sausalito CA
Advisors at this office
2
Most active in
California
Also doing business as
Kriss Investment Group · Kriss Investment Group LLC · Kriss, Mark, Richard · Macroclimate LLC · Mark R. Kriss · Mark R. Kriss Investment Advisor
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Peter K
Series 65
Sausalito, CA
Macroclimate LLC
Peter Kriss is a financial advisor at Macroclimate LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Geofinancial Analytics, Inc., Qventus, Inc., and Medallia. Outside of advising, Kriss serves as an advisor to Qventus, Inc., helping design analytics products for hospital clients, and is a part owner and board chair of Geofinancial Analytics Canada Corp., a data provider focused on advancing the clean energy transition. Macroclimate provides discretionary investment management and portfolio construction services to individuals, families, donor-advised funds, and nonprofit organizations. The firm employs a long-term, low-cost, passive and factor-based investment approach with an environment-focused ESG strategy, managing approximately $210 million across fewer than 40 client relationships.
Mark K
Series 65
Sausalito, CA
Macroclimate LLC
Mark Kriss is a Series 65-licensed financial advisor at Macroclimate LLC with 21 years of industry experience. He has been with Macroclimate since 2004 and serves as Managing Director of Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent data providers focused on advancing the clean energy transition through geospatial technology. He is also a member of the Sustainability Council at Dimensional Fund Advisors. Macroclimate provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as donor-advised funds and nonprofit organizations. The firm employs a Modern Portfolio Theory–based, long-term buy-and-hold strategy using passive and factor-based funds, with an emphasis on environmental, social, and governance (ESG) factors in its investment process.
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