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 an SEC‑registered institutional registered investment adviser organized as an LLC and operating since 2013. The firm serves institutional clients, charges fees as a percentage of assets under management, and focuses on portfolio management for businesses and other institutions. It identifies as an active ESG investor and is involved in sponsor/GP activities and acting as a managing member of pooled investment vehicles. The firm also lists CPO/CTA activity on its profile, indicating involvement with futures/commodities programs in addition to traditional advisory work.
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 2
George 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
Similar firms
Vcfa Group
RIANew York, NY
Blue Square Asset Management, LLC
RIANew York, NY
Wasserstein Management, LP
RIANew York, NY
New Leaf Venture Partners
RIANew York, NY
Aurelius Capital Management, LP
RIANew York, NY
Auldbrass Partners, LP
RIANew York, NY