Octopus Renewables Ltd.
- Regulatory AUM
- $6.4B
- Discretionary
- $6.3B
- Clients
- 16
- Avg AUM / client
- $400M
- Accounts
- 16
- Employees
- 159
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $3.5B | 54.3% |
| Pension and profit sharing plans | 5 | $1.0B | 16.0% |
| Other investment advisers | 4 | $1.8B | 27.9% |
| Corporations and other businesses | 1 | $114M | 1.78% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Octopus Renewables Infrastructure Scsp | Private Equity Fund | Luxembourg | $1.0B | 8 |
| Octopus Energy Offshore Wind Scsp | Private Equity Fund | Luxembourg | $260M | 1 |
| Octopus Energy Transition Scsp | Private Equity Fund | Luxembourg | $22.9M | 2 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brierley, Alexander, David Kelson | Director | Mar 2021 (5y) | Less than 5% | |
| Setchell, Matthew, George | Chief Executive Officer | Mar 2021 (5y) | Less than 5% | |
| North Bond, Zoisa | Director | Feb 2022 (5y) | Less than 5% | |
| Raja, Osama | Chief Compliance Officer | Apr 2022 (4y) | Less than 5% | |
| Hulatt, Christopher, Robert | Between 10 15% Shareholder Of Oe Holdco Ltd. | Dec 2022 (4y) | GP / trustee / elected manager of Oe Holdco Limited (indirect) | |
| Rogerson, Simon, Andrew | Between 10 15% Shareholder Of Oe Holdco Ltd. | Dec 2022 (4y) | GP / trustee / elected manager of Oe Holdco Limited (indirect) | |
| Halstead, Laura, Gemma | Director | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Octopus Energy Generation Fund Management Holdings Ltd | Immediate Parent Entity | Dec 2023 | A | 75% or more |
| Octopus Energy Generation Limited | Intermediate Parent Entity | Jul 2021 | A | Less than 5% |
| Octopus Energy Group Limited | Group Parent Entity | Oct 2020 | B | ≈ 0% – 5% via Octopus Energy Generation Limited |
| Oe Holdco Limited | Founding Shareholders Holding Entity | Oct 2022 | B | ≈ 0% – 2.5% via Octopus Energy Holdco Ltd |
| Octopus Energy Generation Ltd. | Immediate Parent Entity | Feb 2021 | B | ≈ 56.25% – 100% via Octopus Energy Generation Fund Management Holdings Ltd |
| Octopus Energy Holdco Ltd | Investor Shareholding Entity | Apr 2016 | B | ≈ 0% – 2.5% via Octopus Energy Group Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Octopus Energy Group Limited: 75% – 100% of Octopus Energy Generation Limited × 0% – 5% direct ≈ 0% – 5% of the firm
- Oe Holdco Limited: 75% – 100% of Octopus Energy Holdco Ltd × 25% – 50% of Octopus Energy Group Limited × 75% – 100% of Octopus Energy Generation Limited × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Octopus Energy Generation Ltd.: 75% – 100% of Octopus Energy Generation Fund Management Holdings Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Octopus Energy Holdco Ltd: 25% – 50% of Octopus Energy Group Limited × 75% – 100% of Octopus Energy Generation Limited × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Octopus Renewables Infrastructure Scsp | Private Equity Fund | $1.0B | $25.0M | 8 |
| Octopus Energy Offshore Wind Scsp | Private Equity Fund | $260M | $25.0M | 1 |
| Octopus Energy Transition Scsp | Private Equity Fund | $22.9M | $20.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/31/2025 | 2.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2025.
View current Form ADV (SEC/IAPD) ↗