other names
  • SUSTAINABLE GROWTH ADVISERS, LP
  • SUSTAINABLE GROWTH ADVIDERS, LP
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Adviser Profile

As of Date 07/24/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 34
of those in investment advisory functions 17
Registration SEC, Approved, 06/18/2003
AUM* 22,135,047,616 20.26%
of that, discretionary 22,135,047,616 20.26%
Private Fund GAV* 0
Avg Account Size 266,687,321 28.95%
% High Net Worth 4.03% 5.91%
SMA’s Yes
Private Funds 0
Contact Info 203 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

23B 20B 16B 13B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker023135106 Stock NameAmazon.com Inc $ Position$948,212,575 % Position5.00% $ Change10.00% # Change-4.00%
Stck Ticker594918104 Stock NameMicrosoft Corp. $ Position$928,379,454 % Position5.00% $ Change16.00% # Change-12.00%
Stck Ticker30303M102 Stock NameMeta Platforms Inc $ Position$776,454,442 % Position4.00% $ Change24.00% # Change-3.00%
Stck Ticker461202103 Stock NameIntuit Inc $ Position$714,953,805 % Position4.00% $ Change21.00% # Change-6.00%
Stck Ticker67066G104 Stock NameNvidia Corp $ Position$741,411,522 % Position4.00% $ Change31.00% # Change-10.00%
Stck Ticker78409V104 Stock NameS&P Global Inc $ Position$551,649,743 % Position3.00% $ Change1.00% # Change-2.00%
Stck Ticker871607107 Stock NameSynopsys Inc $ Position$533,764,478 % Position3.00% $ Change16.00% # Change-3.00%
Stck Ticker94106L109 Stock NameWaste Management Inc $ Position$508,239,882 % Position3.00% $ Change23.00% # Change24.00%
Stck Ticker92826C839 Stock NameVisa Inc $ Position$670,778,213 % Position3.00% $ Change-16.00% # Change-17.00%
Stck Ticker92826C839 Stock NameVisa Inc $ Position$360,188,284 % Position2.00% $ Change-55.00% # Change-55.00%

Brochure Summary