SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC

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Adviser Profile
As of Date 05/01/2024
Adviser Type - Large advisory firm
Number of Employees 6 -14.29%
of those in investment advisory functions 3
Registration SEC, Approved, 04/09/2013
AUM* 173,590,360 29.13%
of that, discretionary 173,590,360 29.13%
Private Fund GAV* 535,782 -98.62%
Avg Account Size 43,397,590 29.13%
SMA’s Yes
Private Funds 1
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
439M 376M 313M 251M 188M 125M 63M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$535,782

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Brochure Summary

Overview

Sustainable Insight Capital Management, LLC (“SICM” or “we”) provides investment advisory services for equity portfolios to domestic and international clients on a discretionary basis. We offer customized separately managed accounts with various strategies that may include US securities and/or Global securities in developed and developing markets. We also offer private funds in which institutions and qualified and accredited investors may invest.Our strategies may incorporate ESG factors and/or include sector or industry exclusions. We also provide investment advice and/or trade recommendations in the form of model investment portfolios to certain accounts of clients for which we have no responsibilities relating to trade execution and no contact with the underlying client. Model investment portfolios are considered to be non-discretionary assets under advisement and will not be included in our Assets Under Management in this Brochure. In the case of
pooled investment funds, investors will not generally be able to modify the investment strategy of the funds. Clients with separately managed accounts may request that we manage their accounts with various restrictions, including security specific restrictions, risk restrictions, geographic restrictions, liquidity restrictions, and ESG constraints, as well as other limitations which may be agreed upon with the client. We will generally accept such restrictions and incorporate them in the client’s investment management agreement or subadvisory agreement. We do not participate in any wrap fee programs. We have been in business since 2013. Our principal owner is SICM Management, LLC and its majority owner, Kevin Parker, is our Managing Partner. As o f F e b r u a r y 2 9 , 2 0 2 4 , we managed approximately $173,590,360 of assets under management on a discretionary basis. In addition, we advised approximately $3,912,000 of portfolios on a non-discretionary basis.