Octopus Energy Generation

RIASEC RegisteredEst. 2023

Total AUM

$6.4B

Discretionary

$6.3B

99% of AUM

Avg account

$400M

Accounts

Employees

159

Advisory reps

Firm details

Headquarters: London,
CRD number: 326704
Registered since: July 17, 2023
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles54.26%
Other Investment Advisers27.92%
Pension & Profit Sharing Plans16.04%
Corporations / Businesses1.78%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Octopus Energy Generation operates as a private equity fund focused on portfolio management for pooled investment vehicles and institutional clients. The firm is recognized for its commitment to environmental, social, and governance (ESG) investing, aligning its investment strategies with sustainable practices. Established in 2023, Octopus Energy Generation is a foreign entity that emphasizes a performance-based fee structure alongside a percentage of assets under management (AUM). The firm primarily caters to institutional clients, providing tailored investment solutions that reflect their unique needs.