9AT: SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 04/09/2013
ADV Location	NEW YORK, NY, United States
Contact Info	646 xxxxxxx
Websites

AUM^*	409,929,777 136%
of that, discretionary	409,929,777 136%
Number of Employees	7 17%
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	68,321,630 57%
SMA’s	Yes
Private Funds	0 1

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser AS AVARON ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM401.9m	#Funds-
Adviser THE L.T. FUNDS SA	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM55.4m	#Funds-
Adviser SYNTAX ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM126.3m	#Funds-
Adviser LOTUSGROUP CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund54.9m	Total Private Fund GAV54.9m	AUM156.7m	#Funds4
Adviser SAVIOR WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund45.4m	Total Private Fund GAV45.4m	AUM140.2m	#Funds13
Adviser BROOKTREE CAPITAL MANAGEMENT INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund25.7m	Total Private Fund GAV25.7m	AUM138.9m	#Funds1
Adviser STANCE CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM354.2m	#Funds-
Adviser LIVE OAK FAMILY OFFICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM158.4m	#Funds-
Adviser PRATTES WEALTH PARTNERS	Hedge Fund18.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.1m	Total Private Fund GAV20.3m	AUM243.6m	#Funds5
Adviser SQN VENTURE PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM137.3m	#Funds1

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.

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC

SUSTAINABLE INSIGHT ALTERNATIVES MANAGER, LLC (RELYING ADVISER)

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLP (RELYING ADVISER)

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT (AUSTRALIA) PTY LIMITED (RELYING ADVISER)

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC SUSTAINABLE INSIGHT ALTERNATIVES MANAGER, LLC (RELYING ADVISER) SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLP (RELYING ADVISER) SUSTAINABLE INSIGHT CAPITAL MANAGEMENT (AUSTRALIA) PTY LIMITED (RELYING ADVISER)

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC

SUSTAINABLE INSIGHT ALTERNATIVES MANAGER, LLC (RELYING ADVISER)

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLP (RELYING ADVISER)

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT (AUSTRALIA) PTY LIMITED (RELYING ADVISER)