Sustainable Investment Solutions LLC

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Assets, Funds, Holdings

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Sustainable Investment Solutions LLC
CRD #111456
SEC #801-120911
CIK #
AUM 152.9 M (2026-03-03)
Employees 1 (100% Investors, 0% Brokers)
Phone781-251-0505
Address990 Washington St
Dedham, MA 02026
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
16012896643201999200820172027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 109 38.5
(b) Individuals (high net worth individuals) 65 114.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 174 152.9
By Discretionary
Discretionary 174 152.9
Non-Discretionary 0 0.0
Total 174 152.9
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 152.8
Total 174 152.9
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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