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| Sustainable Growth Advisers LP
✚
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|---|---|
| CRD # | 127447 |
| SEC # | 801-62151 |
| CIK # | 0001290668 |
| AUM | 16.66 B (2026-03-30) |
| Employees | 33 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-348-4742 |
| Address | 301 Tresser Boulevard Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2026) [Brochure] |
|---|
Item 7: Types of Clients
Generally, SGA provides investment advisory services to:
• Investment Companies, Domestic and Foreign
• Corporate Pension Plans
• Public Pension Plans
• Taft-Hartley Plans
• Insurance Companies
• Endowments & Foundations
• Superannuation Fund Sponsors
• Sovereign Wealth Funds
• Healthcare Organizations
• High Net Worth Family Offices
• High Net Worth Individuals
• Unified Managed Account Platforms
• Collective Investment Trusts
• European based UCITS Vehicles
• Pooled Investment Trust (Australia)
Generally, minimum account size is $10,000,000, however, SGA at its discretion may
accepts accounts less than $10,000,000. |
| CIK | Period |
|---|---|
| 0001290668 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Nvidia Corp | 0.8 | |
| Amazon Com Inc | 0.7 | |
| Microsoft Corp | 0.6 | |
| Alphabet Inc | 0.5 | |
| Visa Inc | 0.5 | |
| Waste Management Inc | 0.5 | |
| Broadcom Inc | 0.5 | |
| Canadian Pacific Railway Ltd/Cn | 0.4 | |
| Facebook Inc | 0.4 | |
| Apple Inc | 0.4 | |
| Synopsys Inc | 0.4 | |
| YUM Brands Inc | 0.4 | |
| American Express Co | 0.3 | |
| Aon Corp | 0.3 | |
| Netflix Inc | 0.3 | |
| Salesforce Com Inc | 0.3 | |
| McGraw-Hill Companies Inc | 0.3 | |
| Danaher Corp /DE/ | 0.3 | |
| ARM Holdings PLC /UK | 0.3 | |
| Intuit Inc | 0.3 | |
| Chipotle Mexican Grill Inc | 0.3 | |
| Grainger W W Inc | 0.2 | |
| Ecolab Inc | 0.2 | |
| Mastercard Inc | 0.2 | |
| Cooper Companies Inc | 0.1 | |
| Nike Inc | 0.1 | |
| HDFC Bank Ltd | 0.1 | |
| Steris PLC | 0.1 | |
| ServiceNow Inc | 0.1 | |
| MercadoLibre Inc | 0.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 0.2 |
| (b) Individuals (high net worth individuals) | 10 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 9.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 5.5 |
| (g) Pension and profit sharing plans | 7 | 0.5 |
| (h) Charitable organizations | 2 | 0.5 |
| (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 | 0.1 |
| (m) Corporations or other businesses not listed above | 15 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 16.7 |
| By Discretionary | ||
| Discretionary | 66 | 16.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66 | 16.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.0 | |
| United States Persons | 10.6 | |
| Total | 66 | 16.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001290668] | |
| 3 | [0001290668] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.5B |
| Clients | 12 (24 non-US) |
| Serves | Institutional, Retail |
| LEI | 254900YJCQ391O8UQ071 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Sustainable Growth Advisers LP | |
| Liberty All Star Equity Fund | |
| Liberty All Star Growth Fund Inc |
| Comparable Firms | State | AUM |
|---|---|---|
|
F/m Investments LLC
✚
|
DC | 17.74 B |
|
Merganser Capital Management LLC
✚
|
MA | 17.66 B |
|
Envestnet Portfolio Solutions Inc
✚
|
PA | 17.35 B |
|
Capital Wealth Planning LLC
✚
|
FL | 17.25 B |
|
Degroof Petercam Asset Management
✚
|
16.87 B | |
|
Nationwide Investment Advisors LLC
✚
|
OH | 16.73 B |
|
Envestnet Retirement Solutions LLC
✚
|
PA | 16.30 B |
|
Mycio Wealth Partners LLC
✚
|
PA | 15.78 B |
|
Concurrent Investment Advisors LLC
✚
|
FL | 15.73 B |
|
Mason Investment Advisory Services Inc
✚
|
VA | 15.67 B |