Sustainable Growth Advisers, Lp
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Overview
Sustainable Growth Advisers, Lp operates as an advisory firm located in Stamford, Connecticut. It has $18.4 billion in assets under management across 89 accounts, making it one of the largest firms in the United States by assets under management (AUM). The company has a small group, including 18 financial advisors. Sustainable Growth Advisers, Lp is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like stocks, options and bonds.
Sustainable Growth Advisers, Lp oversees all of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell decisions are made by an investment advisor without needing client consent. The investment advisory firm's average account size is $206.8 million. The average advisor at Sustainable Growth Advisers, Lp oversees around five client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's headquarters is at 301 Tresser Boulevard, Stamford, Connecticut 6901. Sustainable Growth Advisers, Lp is legally allowed to provide services to investors throughout 31 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sustainable Growth Advisers, Lp by the Numbers
$18.4 billion
35
89
$206.8 million
Fee Structure
Fees charged by financial advisors largely depend on which service is offered. However, fee types billed by Sustainable Growth Advisers, Lp can include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sustainable Growth Advisers, Lp manages money for a broad range of customers. The firm provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds and corporations. Out of its 89 clients, Sustainable Growth Advisers, Lp's biggest client type by number of accounts is retail investors, although it also caters to 14 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). About 33% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 3.8%
- Other Individuals - 76.36%
- Corporations - 18.48%
- Charitable Organizations - 1.36%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sustainable Growth Advisers, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sustainable Growth Advisers, Lp
Stamford, CT
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