Sustainable Growth Advisers, LP is a large advisory firm based in Stamford. It manages $9.1 billion of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Colorado, Connecticut, and 22 other states.
Sustainable Growth Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sustainable Growth Advisers, LP is $9.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 60541% since the beginning of its operation, and $3.67 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sustainable Growth Advisers, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Sustainable Growth Advisers is investment companies with 5 clients and $3.67 billion of assets under management. Among the 11 most similar advisory firms, Sustainable Growth Advisers has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $9.1 billion for 435 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 28% of the firm’s clients are foreign persons or businesses.
Sustainable Growth Advisers doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sustainable Growth Advisers, LP performs its advisory services is located at 301 Tresser Boulevard, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-348-4742 or by fax 203-348-4732. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at sgadvisers.com.