Overview
Assets Under Management: $22.1 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 11
Average Client Assets: $4 million
Frequently Asked Questions
SUSTAINABLE GROWTH ADVISERS, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127447), SUSTAINABLE GROWTH ADVISERS, LP is subject to fiduciary duty under federal law.
SUSTAINABLE GROWTH ADVISERS, LP is headquartered in STAMFORD, CT.
SUSTAINABLE GROWTH ADVISERS, LP serves 11 high-net-worth clients according to their SEC filing dated July 24, 2025. View client details ↓
According to their SEC Form ADV, SUSTAINABLE GROWTH ADVISERS, LP offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SUSTAINABLE GROWTH ADVISERS, LP manages $22.1 billion in client assets according to their SEC filing dated July 24, 2025.
According to their SEC Form ADV, SUSTAINABLE GROWTH ADVISERS, LP serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 83
Discretionary Accounts: 83
Regulatory Filings
CRD Number: 127447
Filing ID: 2005589
Last Filing Date: 2025-07-24 11:43:00
Website: https://sgadvisers.com