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SUSTAINABLE GROWTH ADVISERS, LP
CRD 127447File 801-62151
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$16.66B
Top 10% of cohort (national)
Discretionary AUM
$16.66B
Clients
224
66 accounts
Employees
33
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 18, 2003
- Principal office
- 301 TRESSER BOULEVARD, SUITE 1310, STAMFORD, CT, 06901
- Phone
- 203-348-4742
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $16.66B
- Discretionary AUM
- $16.66B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 66
- Non-discretionary accounts
- 0
- Total accounts
- 66
- AUM per client
- $74.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $150.5M |
| Non-U.S. persons | 1 | $97.6M |
| Insurance companies | 6 | $127.7M |
| Investment companies | 9 | $9.54B |
| Charitable organizations | 2 | $526.9M |
| High net worth individuals | 10 | $39.3M |
| Pooled investment vehicles | 12 | $5.49B |
| Pension and profit sharing plans | 7 | $497.2M |
| State or municipal government entities | 2 | $38.3M |
| Individuals (other than high net worth individuals) | 160 | $153.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.