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| Happy Holidays!! thanks for using AUM13F!! |
| Sustainable Growth Advisers LP
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|---|---|
| CRD # | 127447 |
| SEC # | 801-62151 |
| CIK # | 0001290668 |
| AUM | $22.1 B (2025-07-24) |
| Employees | 34 (50% Investors, 0% Brokers) |
| Phone | 203-348-4742 |
| Address | 301 Tresser Boulevard Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001290668 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Amazon Com Inc | 1.4 | |
| Microsoft Corp | 1.4 | |
| Facebook Inc | 1.1 | |
| Intuit Inc | 1.1 | |
| Nvidia Corp | 1.0 | |
| VISA Inc | 1.0 | |
| McGraw-hill Companies Inc | 0.8 | |
| Synopsys Inc | 0.8 | |
| ServiceNow Inc | 0.7 | |
| Waste Management Inc | 0.7 | |
| Aon Corp | 0.7 | |
| Canadian Pacific Railway Ltd/Cn | 0.6 | |
| Chipotle Mexican Grill Inc | 0.6 | |
| Salesforce Com Inc | 0.6 | |
| HDFC Bank Ltd | 0.6 | |
| ARM Holdings PLC /UK | 0.6 | |
| Alphabet Inc | 0.5 | |
| Danaher Corp /DE/ | 0.5 | |
| Gartner Inc | 0.5 | |
| UnitedHealth Group Inc | 0.4 | |
| Novo Nordisk A S | 0.4 | |
| YUM Brands Inc | 0.4 | |
| Workday Inc | 0.4 | |
| Alcon Inc | 0.3 | |
| MercadoLibre Inc | 0.3 | |
| Steris PLC | 0.3 | |
| Apple Inc | 0.3 | |
| Infosys Ltd | 0.3 | |
| Netflix Inc | 0.3 | |
| American Express Co | 0.3 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 0.2 |
| (b) Individuals (high net worth individuals) | 11 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 10.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 9.0 |
| (g) Pension and profit sharing plans | 17 | 1.4 |
| (h) Charitable organizations | 4 | 0.8 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.2 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 22.1 |
| By Discretionary | ||
| Discretionary | 83 | 22.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 22.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.4 | |
| United States Persons | 11.7 | |
| Total | 83 | 22.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001290668] | |
| 3 | [0001290668] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Sustainable Growth Advisers, LP | |
| Liberty All Star Equity Fund | |
| Liberty All Star Growth Fund Inc |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Garcia Hamilton & Associates LP
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|
TX | 22.8 |
|
H&H International Investment LLC
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|
CA | 21.9 |
|
TRowe Price Hong Kong Limited
✚
|
21.8 | |
|
Plante Moran Financial Advisors LLC
✚
|
MI | 21.8 |
|
Capital Strategies Investment Group LLC
✚
|
IL | 21.3 |
|
Johnson Investment Counsel Inc
✚
|
OH | 20.9 |
|
Bandhan AMC Limited
✚
|
20.6 | |
|
Fund Evaluation Group LLC
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|
OH | 20.6 |
|
Xponance Inc
✚
|
PA | 20.5 |
|
Belle Haven Investments LP
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|
NY | 20.4 |