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 domestic limited liability company registered with the SEC in 2013 that operates as an institutional registered investment adviser. The firm manages portfolios for businesses and institutional clients under a percentage-of-AUM fee model and is organized to provide portfolio management services rather than retail wealth management. It reports activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and identifies itself as an active ESG investor. The firm also serves as a sponsor, general partner, and managing member of pooled investment vehicles, indicating it both allocates to and organizes collective investment structures. Its ownership is recorded at the entity/individual level and its client base is institutional rather than retail; it is not positioned as a multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
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