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SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 166616 · IAPD ↗ · sicm.com · 646-790-4800

$409.9MRegulatory AUM
3Advisory reps
7Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
April 2026 — SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($324.1M -> $409.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC reported RAUM up 87% ($173.6M -> $324.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($134.4M -> $173.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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