POWER SUSTAINABLE MANAGER US, INC.

RIASEC RegisteredEst. 2023
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$179M
Accounts
6
Employees
31
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
325145
Registered since
May 23, 2023
Custodians
BMO BANK
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles57.52%
  • Insurance Companies28.13%
  • Corporations / Businesses14.35%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Power Sustainable Manager US, Inc. is a corporate investment adviser that operates as an Other Fund Provider focused on institutional clients. The firm is structured to provide portfolio management for pooled investment vehicles and for businesses or institutions, and it charges performance-based fees alongside other fee arrangements. Power Sustainable Manager US, Inc. is registered with the SEC as of 2023 and lists a mixed ownership profile that includes a foreign entity and an individual. The firm’s business activities emphasize sponsor and manager roles: it acts as a sponsor, general partner or managing member of pooled vehicles, and it has affiliations consistent with other investment adviser, CPO/CTA activity and sponsoring limited partnerships (excluding pooled vehicles). Power Sustainable Manager US, Inc. is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Dominic Grimard

    Partner and Chief Financial OfficerCRD 7670110

  • Betty HUM

    Chief Compliance OfficerCRD 7529361

Contacts

1 of 1
  • Delia Cristea

    Partner and General CounselCRD 7366828

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth