Asset manager · London, United Kingdom
Octopus Energy Generation
Octopus Renewables LTD. · SEC-registered investment adviser · CRD 326704 · SEC 801-128341
At a glance
Octopus Energy Generation is an SEC-registered investment adviser based in London, United Kingdom, with $11.8 billion in regulatory assets under management as of its Form ADV filed August 3, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 477th of 3,218 asset managers and 1,225th of 17,210 SEC-registered advisers by assets.
Main office +08081641088octopusenergygeneration.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among asset managers
- #477 of 3,218
- Rank among all SEC RIAs
- #1,225 of 17,210
- Clients
- 17
- Accounts
- 22
- Discretionary
- 100% of AUM
- Employees
- 159
- Advisory staff
- 55
- Offices
- 1
Owners and executives on its Form ADV
- Matthew G. SetchellChief Executive Officer
- Zoisa North-BondDirector
- Alexander D. BrierleyDirector
- Osama RajaChief Compliance Officer
- Laura G. HalsteadDirector
Custody and brokerage
Custodian
Octopus Energy Generation’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 7 | $5.1B | 43% |
| Corporations or other businesses | 9 | $2.9B | 24% |
| Pension and profit sharing plans | – | $1.8B | 15% |
| Investment companies | 1 | $1.2B | 10% |
| State or municipal government entities | – | $873M | 7% |
Private funds
Octopus Energy Generation reports 5 private funds with $3.2B in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Octopus Energy Generation reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗octopusenergygeneration.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
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Background
Questions
How much does Octopus Energy Generation manage?
Octopus Energy Generation reports $11.8 billion in regulatory assets under management across 22 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 3, 2026.
What kind of firm is Octopus Energy Generation?
Octopus Energy Generation is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Octopus Energy Generation’s clients?
By assets, its largest client types are pooled investment vehicles ($5.1 billion, 7 clients); corporations or other businesses ($2.9 billion, 9 clients); pension and profit sharing plans ($1.8 billion).
Does Octopus Energy Generation manage private funds?
Yes. It reports 5 private funds with $3.2 billion in gross assets, including private equity funds, other private funds.
Does Octopus Energy Generation have any disciplinary history?
Octopus Energy Generation reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Octopus Energy Generation’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →