Investment adviser · CRD 127447

SUSTAINABLE GROWTH ADVISERS, LP

Investment adviser filing (IA)

STAMFORD, CT, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $16.7B
Client accounts: 66
Employees: 33
Advisory professionals: 18

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	9	$9,537,049,605	57.2%
Pooled investment vehicles	12	$5,492,999,870	33.0%
Charities	2	$526,939,058	3.2%
Retirement plans	7	$497,174,896	3.0%
Individuals	160	$153,458,762	0.9%
Corporations & businesses	15	$150,529,643	0.9%
Insurance companies	6	$127,730,472	0.8%
Sovereign wealth & foreign institutions	1	$97,621,179	0.6%
High-net-worth individuals	10	$39,257,951	0.2%
Government entities	2	$38,345,026	0.2%

Filing source

Form ADV 2074880 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

301 TRESSER BOULEVARD, SUITE 1310
STAMFORD, CT, 06901, United States

CRD 127447

Filing source

Form ADV 2074880 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.