DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Climate Finance Partners LLC
Latest filing Mar 31, 2026
First filing on the tape Oct 8, 2019 · 12 filings
SEC status approved since Jun 11, 2020
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$0 as of Mar 31, 2026
Mar 29, 2021$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20212 then
Employees (5.A)3 as of Mar 31, 2026
Mar 29, 20212 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Gilbert Eron Bloomgarden · Managing Membercontrolsince 12/2018 · owns 25% to 50%
- Oktay Kurbanov · Managing Membercontrolsince 12/2023 · owns less than 5%
- Oktay Kurbanov · Trusteecontrolsince 03/2020 · owns F of Oktay Kurbanov Revocable Trust
- Olga Kurbanov · Trusteecontrolsince 03/2020 · owns F of Oktay Kurbanov Revocable Trust
- Richmond Mayo-Smith · Trusteecontrolsince 12/2023 · owns 75% or more of Big Wave Ventures, LLC
- W Michael Dziura · Chief Compliance Officersince 01/2022 · owns less than 5%
- Hoadley David Thorne · Membersince 02/2020 · owns 10% to 25%
Entity owners
- Big Wave Ventures, LLC · Managing Memberdirect · owns 25% to 50%
- Brightline Ventures LLC · Managing Memberdirect · owns 10% to 25%
- Oktay Kurbanov Revocable Trust · Memberindirect · owns 75% or more of Brightline Ventures LLC
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 2 to 1Feb 10, 2025 to Mar 31, 2026
- Employees · 2 to 3Feb 10, 2025 to Mar 31, 2026
- Financial planning clients · unset to Apr 22, 2024 to Feb 10, 2025
- Advisory employees · 3 to 2Mar 6, 2024 to Apr 22, 2024
- Employees · 3 to 2Mar 6, 2024 to Apr 22, 2024
- Advisory employees · 2 to 3Mar 31, 2022 to Mar 30, 2023
- HQ city · NEW YORK to WILMINGTONMar 31, 2022 to Mar 30, 2023
- HQ state · NY to DEMar 31, 2022 to Mar 30, 2023
- Employees · 2 to 3Mar 29, 2021 to Mar 31, 2022
- State-registered IARs · 2 to 0Mar 29, 2021 to Mar 31, 2022
- Business name · CLIMATE FINANCE PARTNER LLC to CLIMATE FINANCE PARTNERS LLCOct 8, 2019 to Feb 20, 2020
- HQ city · BARCELONA to NEW YORKOct 8, 2019 to Feb 20, 2020
- HQ state · unset to NYOct 8, 2019 to Feb 20, 2020
- Legal name · CLIMATE FINANCE PARTNER LLC to CLIMATE FINANCE PARTNERS LLCOct 8, 2019 to Feb 20, 2020
Signals
3 dated events
- Oktay Kurbanov (Trustee) appeared on Schedule A of Climate Finance Partners LlcMar 30, 2023 · Control person joined · fact
- Olga Kurbanov (Trustee) appeared on Schedule A of Climate Finance Partners LlcMar 30, 2023 · Control person joined · fact
- Climate Finance Partner Llc filed its initial SEC registration (Form ADV)Oct 8, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/climate-finance-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- clifi.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-974-0111reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- No RAUM reportedderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026