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SUSTAINABLE LEADERS INVESTMENT MANAGEMENT, LLC

WHITE PLAINS, NY · CRD 317008 · IAPD ↗ · sustainableleadersinvestmentmanagement.com · 617-784-9250

$79.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — SUSTAINABLE LEADERS INVESTMENT MANAGEMENT, LLC (WHITE PLAINS, NY) left the SEC roster (was $79.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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