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Building 2SUSTAINABLE GROWTH ADVISERS, LP

Map pinSTAMFORD, CT
Phone203-348-4742
NotebookSEC #801-62151
Total AUM
$16.7B
Employees
33
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 TRESSER BOULEVARD
SUITE 1310
STAMFORD
CT 06901
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
203-348-4742
Other Offices
2

ReceiptFinancials

Total AUM
$16.7B
Accounts
66
Discretionary
$16.7B
Accounts
66
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
160
AUM
$153.5M
HNW Individual Clients
10
AUM
$39.3M
Investment Company Clients
9
AUM
$9.5B
Pooled Vehicle Clients
12
AUM
$5.5B
Pension/Profit Sharing Plan Clients
7
AUM
$497.2M
Charitable Organization Clients
2
AUM
$526.9M
Government Entity Clients
2
AUM
$38.3M
Insurance Company Clients
6
AUM
$127.7M
Sovereign Wealth Fund Clients
1
AUM
$97.6M
Corporation or Business Clients
15
AUM
$150.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAHIILINLAMAMDMIMNMONCNENHNJNYOHOKPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 26 business affiliates.
Claimed Affiliates
Reported as an affiliate by 21 other businesses.

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