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SUSTAINABLE GROWTH ADVISERS, LP
CRD 127447File 801-62151
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.VIRTUS.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 34 | 33 | decreased by1 |
| Apr 1, 2026 | Clients | 273 | 224 | decreased by49 |
| Apr 1, 2026 | AUM | $22,135,047,616 | $16,661,106,462 | decreased by$5,473,941,154 |
| Apr 1, 2026 | Accounts | 83 | 66 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 34 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 397 | 273 | decreased by124 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $22,898,554,830 | $22,135,047,616 | decreased by$763,507,214 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 93 | 83 | decreased by10 |
| Apr 1, 2022 | Employees | 30 | 32 | increased by2 |
| Apr 1, 2022 | Clients | 565 | 397 | decreased by168 |
| Apr 1, 2022 | AUM | $18,779,753,236 | $22,898,554,830 | increased by$4,118,801,594 |
| Apr 1, 2022 | Accounts | 85 | 93 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUSTAINABLE GROWTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUSTAINABLE GROWTH” may also match similarly-named firms). Confirm identity against each filing.
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.