Sustainable Investment Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 327458
- Website
- www.joinsipartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sustainable Investment Partners LLC is a limited liability company owned by an individual and positions itself as a capital allocator with an explicit ESG orientation. The firm offers fee arrangements that include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services reported include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting support, selection of other advisers, and educational workshops. The adviser is marked as an active ESG investor and is not classified as a multi-state or newly formed adviser.
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 Equities78%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents11%
Contacts
1 of 1
Anupama Rames
Founder, Managing PrincipalCRD 7773949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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