Adviser Profile
| As of Date | 06/04/2025 |
| Registration status | Registration Changed to SUSTAINVEST ASSET MANAGEMENT, LLC |
| ADV Location | PETALUMA, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 114,042,876 18% |
| of that, discretionary | 114,042,876 18% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 296,987 12% |
| % High Net Worth | 11.44% 45% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds