Sustainable Insight Capital Management, LLC

RIASEC RegisteredEst. 2013
Total AUM
$410M
Discretionary
$410M
100% of AUM
Avg account
$68.3M
Accounts
6
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
166616
Registered since
April 9, 2013
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

FINTRX

Overview

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

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: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • George Parker

    George Parker

    Chief Operating Officer & General CounselCRD 2783679

  • Sonia Bhatnagar

    Chief Financial OfficerCRD 8065877

Contacts

2 of 2
  • William Orum

    William Orum

    Partner, InvestmentsCRD 4567370

  • Kevin Parker

    Kevin Parker

    Managing PartnerCRD 1412389

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth