Sustainable Growth Advisers, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 30, 2026, reports $16.7B in regulatory assets under management, 33 employees, 2 offices, and 66 accounts.
Assets Under Management
$16.7B
Employees
33
Offices
2 offices
Total Clients
224
Primary office
STAMFORD, CT
301 TRESSER BOULEVARD, SUITE 1310, STAMFORD, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
160
2
Corporations
6.7%
15
3
Pooled Investment Vehicles
5.4%
12
4
HNWI
4.5%
10
5
Investment Cos.
4.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.7Bas of March 30, 2026
Discretionary100.0%
$16.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$16.7B
Total Accounts66
10Y AUM Change+$11.0B (+193.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee7:1
10Y Employee Change+10 (+43.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.