|
⚲
|
| Sustainvest Asset Management LLC
✚
|
|
|---|---|
| CRD # | 166685 |
| SEC # | 801-132906 |
| CIK # | |
| AUM | $137.4 M (2026-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 609-904-6028 |
| Address | 199 New Road Linwood, NJ 08221 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 46.5 |
| (b) Individuals (high net worth individuals) | 29 | 83.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 4 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 137.4 |
| By Discretionary | ||
| Discretionary | 359 | 136.8 |
| Non-Discretionary | 1 | 0.7 |
| Total | 360 | 137.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.4 | |
| Total | 360 | 137.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Investment Advisors Inc
✚
|
WI | 0.1 |
|
Apple & Associates
✚
|
CA | 0.1 |
|
Prince Asset Management Inc
✚
|
FL | 0.1 |
|
Eubank Hutson & Associates LLC
✚
|
TX | 0.1 |
|
XXEC Inc
✚
|
OK | 0.1 |
|
Michael D Taxman Investment Management LLC
✚
|
NH | 0.1 |
|
Wallender Timothy Joseph
✚
|
CA | 0.1 |
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 0.1 |
|
Milagre Wealth Management Inc
✚
|
NY | 0.1 |
|
Forefront Asset Management LLC
✚
|
VA | 0.1 |