Sustainable Growth Advisers, LP

Overview

Sustainable Growth Advisers, LP is a limited partnership registered with the SEC since 2003 that manages equity-oriented portfolios for both high-net-worth individuals and institutional clients. The firm charges fees as a percentage of assets under management and markets portfolio management services across a range of client types, including individuals and small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. The adviser identifies as an active ESG investor and reports ownership structure as a mix of a domestic entity and an individual. On the operations side, the firm has affiliations that extend beyond pure advisory work: it is connected with broker-dealer activity, other investment advisory entities, commodity pool operator/commodity trading advisor roles, and it acts as sponsor or general partner for pooled investment vehicles. It is not listed as a multi-state adviser and does not identify as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices