SUSTAINABLE GROWTH ADVISERS, LP

RIASEC RegisteredEst. 2003

Total AUM

$16.7B

Discretionary

$16.7B

100% of AUM

Avg account

$252M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 127447
Registered since: June 18, 2003
Website: www.sgadvisers.com
Custodians: J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Investment Companies57.24%
Pooled Investment Vehicles32.97%
Charitable Organizations3.16%
Pension & Profit Sharing Plans2.98%
Individuals0.92%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sustainable Growth Advisers, LP is a limited partnership that has been SEC-registered since 2003 and manages fee-based portfolios for individuals, families and institutional clients. The firm acts as a portfolio manager across individual and pooled vehicles as well as investment companies and business/institutional accounts. Sustainable Growth Advisers identifies as an active ESG investor and also holds operational roles across the industry—registering or affiliating as a broker-dealer, other investment adviser, CPO/CTA and as a sponsor or GP/managing member of pooled investment vehicles.