Sustainvest Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Linwood, NJ. Its latest Form ADV filing, dated March 26, 2026, reports $137M in regulatory assets under management, 1 employee, and 360 accounts.
Assets Under Management
$137M
Employees
1
Offices
--
Total Clients
162
Primary office
LINWOOD, NJ
199 NEW ROAD, CENTRAL SQUARE, 42B, LINWOOD, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
129
2
HNWI
17.9%
29
3
Charitable
2.5%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of March 26, 2026
Discretionary99.5%
$137M
100% of total RAUM99.5%
Non-discretionary0.5%
$660K
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$137M
Total Accounts360
10Y AUM Change+$23M (+20.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee162:1
10Y Employee Change0 (0.0%)
* 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.