Thomaslloyd Climate Solutions LLC

RIASEC RegisteredEst. 2018
Total AUM
$558M
Discretionary
$0
0% of AUM
Avg account
$558M
Accounts
1
Employees
6
Advisory reps
3

Firm details

Headquarters
Pleasantville, New York
CRD number
298222
Registered since
September 13, 2018
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Thomaslloyd Climate Solutions LLC is an SEC-registered institutional registered investment adviser formed as a limited liability company in 2018. The firm serves institutional clients and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for pooled investment vehicles, and it identifies as an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual. The firm does not position itself as a capital allocator, pension consultant, related adviser, or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Thomas Ulf Sieg

    Thomas Ulf Sieg

    Group Chief Executive OfficerCRD 6992909

Contacts

2 of 2
  • Emma Anderson

    Finance ExecutiveCRD 6194026

  • Michael Seemann

    DirectorCRD 7832738

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pleasantville, NY

Westchester

Location

Pleasantville, NY

Headquartered in Pleasantville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
427 Bedford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth