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SUSTAINABLE GROWTH ADVISERS, LP

STAMFORD, CT · CRD 127447 · IAPD ↗ · 203-348-4742

$16.66BRegulatory AUM
18Advisory reps
33Employees
12Clients
n/aPlanning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2024 — SUSTAINABLE GROWTH ADVISERS, LP reported RAUM up 30% ($18.41B -> $23.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.