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Peter Holton Kriss

MACROCLIMATE

Victoria, BC,

·CRD# 6599826·5 years experience

Professional Summary

Peter Holton Kriss is a registered financial advisor currently at MACROCLIMATE LLC. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Peter has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

MACROCLIMATE LLC·CRD# 130655

RIA

Victoria, Bc

May 24, 2021 - Present

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Current Firm

ML

MACROCLIMATE LLC

KRISS INVESTMENT GROUP | MARK R. KRISS INVESTMENT ADVISOR | MARK R. KRISS | MACROCLIMATE LLC | KRISS, MARK, RICHARD | KRISS INVESTMENT GROUP LLC

CRD#: 130655 / SEC#: 801-106574

RIA

Registered Investment Advisory firm - SEC (8/24/2015 Approved)

California

Registered Investment Advisory firm - California (9/25/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Sausalito, CA

Mailing Address

Box 7775 #20915, San Francisco, CA 94120-7775

Phone Number

(415) 723-9695

# of Employees

2

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MACROCLIMATE REVISED BROCHURE (5/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

103

AUM (Assets Under Management)

$210,103,496

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Qventus, Inc.; Non Investment-Related; Victoria, BC, Canada; a software company serving hospitals and hospital systems; Advisor; 5/2025; 10 hrs/mo; 10 hrs/mo during securities trading hours; Duties are to help design analytics products for Qventus clients. 2. Geofinancial Analytics, Inc.; Investment-Related; Victoria, BC, Canada; an independent, science-driven data provider whose civic mission is to accelerate the clean energy transition by informing decisions and business practices with transparent, objective analysis using advanced geospatial technology; Part Owner; 8/2018; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties at this time. 3. Dimensional Fund Advisors LP; Investment-Related; Victoria, BC, Canada; Fund; Member, Sustainability Council; 8/2022; 1 hr/mo; 1 hr/mo during securities trading hours; Duties are to provide input on the best ways to provide sustainability investment solutions to investors. 4. Geofinancial Analytics Canada Corp.; Investment-Related; Victoria, BC, Canada; an independent, science-driven data provider whose civic mission is to accelerate the clean energy transition by informing decisions and business practices with transparent, objective analysis using advanced geospatial technology; Part Owner; 1/1/2026; 10 hrs/mo; 0 hrs/mo during securities trading hours; Duties are product strategy and chair of the board.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ML

MACROCLIMATE LLC

KRISS INVESTMENT GROUP | MARK R. KRISS INVESTMENT ADVISOR | MARK R. KRISS | MACROCLIMATE LLC | KRISS, MARK, RICHARD | KRISS INVESTMENT GROUP LLC

CRD#: 130655 / SEC#: 801-106574

RIA

Registered Investment Advisory firm - SEC (8/24/2015 Approved)

California

Registered Investment Advisory firm - California (9/25/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

California
(5/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Peter Holton Kriss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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PK

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