Octopus Energy Generation

RIASEC RegisteredEst. 2023

Total AUM

$11.8B

Discretionary

$11.8B

100% of AUM

Avg account

$536M

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 Vehicles42.97%
Corporations / Businesses24.24%
Pension & Profit Sharing Plans15.25%
Investment Companies10.15%
State / Municipal Government7.4%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Octopus Energy Generation is structured as a private equity fund that provides portfolio management to pooled investment vehicles and to businesses or institutional clients. The firm is SEC-registered (2023) and identifies its client base primarily as institutional investors. Its fee model combines asset-based charges with performance-linked fees. The firm reports being an active ESG investor and engages in sponsor and general partner roles for pooled investment vehicles as well as other sponsor activities.