CLIMATE FINANCE PARTNERS LLC

RIASEC RegisteredEst. 2020
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
4

Firm details

Headquarters
WILMINGTON, Delaware
CRD number
306077
Registered since
June 11, 2020
Fee structure
Other
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Climate Finance Partners LLC is a limited liability company formed as an SEC-registered investment adviser in 2020 that identifies its client base as institutional and lists portfolio management for investment companies as its primary advisory activity. The firm is organized to manage pooled investment vehicles rather than acting primarily as a retail advisor to individuals, and its registration and disclosures indicate it does not characterize itself as a capital allocator. Fee arrangements are reported as “other,” suggesting non-standard or customized fee schedules rather than fixed asset‑based or hourly models. Despite the firm’s name, filings indicate Climate Finance Partners LLC is not designated as an active ESG investor. The adviser is classified as “Unclassified” in available records and is not registered as a multi-state adviser, pointing to a narrow geographic footprint or a single‑state registration. Ownership is recorded under domestic ownership forms (domestic entity and/or individual), consistent with a small, closely held boutique structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • OKTAY KURBANOV

    PartnerCRD 4381618

  • DAVID THORNE

    MemberCRD 4361184

  • Eron Bloomgarden

    Founding PartnerCRD 7187450

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMINGTON, DE

NEW CASTLE

Location

WILMINGTON, DE

Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
1000 N West St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth