SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 166616
- Registered since
- April 9, 2013
- Website
- www.sicm.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers75.48%
- Corporations / Businesses24.52%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sustainable Insight Capital Management, LLC is a boutique, institutional-focused advisory firm organized as an LLC and SEC-registered since 2013. The firm charges advisory fees based on a percentage of assets under management and identifies itself as an active ESG investor. Its core advisory work centers on portfolio management for businesses and institutional clients. Beyond advising, the firm is involved in sponsoring and managing pooled investment vehicles and carries CPO/CTA responsibilities, indicating operational roles in alternative-product delivery as well as traditional discretionary management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2GEORGE PARKER
Chief Operating Officer & General CounselCRD 2783679
Sonia Bhatnagar
Chief Financial OfficerCRD 8065877
Contacts
2 of 2WILLIAM ORUM
Partner, InvestmentsCRD 4567370
KEVIN PARKER
Managing PartnerCRD 1412389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 33 W 60th St
- Time zone
- ET (UTC-5)
- Office locations
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