3sisters Sustainable Management, Inc

RIAState Registered
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$5.5M
Accounts
19
Employees
3
Advisory reps
5

Firm details

Headquarters
,
CRD number
159207
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Corporations / Businesses87.85%
  • Pooled Investment Vehicles11.57%
  • HNWI0.53%
  • Individuals0.05%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

3sisters Sustainable Management, Inc. is a privately owned corporate adviser that serves both individual/family and institutional clients. The firm offers portfolio management across several client types — individuals and small businesses, pooled investment vehicles, and businesses or institutions — and also provides selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing and hourly charges. The firm identifies itself as an active ESG investor and integrates sustainability considerations into its investment approach. It is state‑registered in North Carolina and Tennessee and operates under an ownership structure classified as Individual and as an Other Fund Provider.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 99%, Exchange Traded Equities 1%99%
  • Cash & Cash Equivalents99%
  • Exchange Traded Equities1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth