Thomaslloyd Climate Solutions LLC
Firm details
- Headquarters
- Pleasantville, New York
- CRD number
- 298222
- Registered since
- September 13, 2018
- Website
- www.thomas-lloyd.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Thomas Ulf Sieg
Group Chief Executive OfficerCRD 6992909
Contacts
2 of 2Emma Anderson
Finance ExecutiveCRD 6194026
Michael Seemann
DirectorCRD 7832738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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