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SUSTAINABLE GROWTH ADVISERS, LP
CRD 127447 · SEC 801-62151
301 TRESSER BOULEVARD, SUITE 1310, STAMFORD, CT, 06901, United States
Phone
203-348-4742
Fax
203-348-4732
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$16.66B
Discretionary AUM
$16.66B
Team
33 total employees; 18 advisory reps; 12 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $153.5M |
| High net worth individuals | 10 | $39.3M |
| Investment companies | 9 | $9.54B |
| Pooled investment vehicles | 12 | $5.49B |
| Pension/profit sharing plans | 7 | $497.2M |
| Charitable organizations | 2 | $526.9M |
| State/municipal entities | 2 | $38.3M |
| Insurance companies | 6 | $127.7M |
| Sovereign wealth funds | 1 | $97.6M |
| Corporations/business entities | 15 | $150.5M |
States served
AL, AZ, CA, CO, DE, GA, IL, IN, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, OK, PA, SC, TN, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD