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SUSTAINVEST ASSET MANAGEMENT, LLC
CRD 166685 · SEC 801-132906
199 NEW ROAD, CENTRAL SQUARE, 42B, LINWOOD, NJ, 08221, United States
Phone
609-904-6028
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.4M
Discretionary AUM
$136.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $46.5M |
| High net worth individuals | 29 | $83.6M |
| Charitable organizations | 4 | $5.7M |
States served
CA, LA, NJ, OR, TX
All web addresses on file
Official SEC filing: View on IAPD