Sustainable Growth Advisers, LP

RIASEC Registered

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 operating as an institutional registered investment adviser. The firm is SEC-registered (registered in 2003) and serves both high-net-worth individuals and families as well as institutional clients. It charges fees as a percentage of assets under management and identifies as an active ESG investor, reflecting an emphasis on sustainability in its investment approach. Advisory capabilities include discretionary portfolio management across individual and small-business accounts, investment companies, pooled investment vehicles, and institutional/business mandates. Ownership is a mix of domestic entity and individual stakeholders. The firm also reports industry affiliations that span broker-dealer activity, other investment adviser roles, CPO/CTA functions, and sponsor/GP responsibilities for pooled vehicles.