SUSTAINVEST ASSET MANAGEMENT, LLC

CRD 166685File 801-132906

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$137.4M

Bottom 25% of cohort (national)

Discretionary AUM

$136.8M

Non-discretionary $660K

Clients

162

360 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 2, 2025
Principal office: 199 NEW ROAD, CENTRAL SQUARE, 42B, LINWOOD, NJ, 08221
Phone: 609-904-6028
Website: HTTP://WWW.SUSTAINVEST.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $137.4M
Discretionary AUM: $136.8M
Non-discretionary AUM: $660K
Discretionary accounts: 359
Non-discretionary accounts: 1
Total accounts: 360
AUM per client: $848K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$935K
Charitable organizations	4	$5.7M
High net worth individuals	29	$83.6M
Pension and profit sharing plans	Fewer than 5	$660K
Individuals (other than high net worth individuals)	129	$46.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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 11

This 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.