{ "crd_number": 325145, "slug": "power-sustainable-manager-us-inc-miami-fl-325145", "primary_business_name": "POWER SUSTAINABLE MANAGER US, INC.", "legal_name": "POWER SUSTAINABLE MANAGER US, INC.", "dbas": [], "city": "Miami", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-05-23", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 1072634109.0, "raum_discretionary": 1072634109.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 31, "advisory_employees": 13, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "insurance_companies": { "raum": 301721688.0, "count": 1, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 617001552.0, "count": 4 }, "corporations_other_businesses": { "raum": 153910869.0, "count": 1, "fewer_than_5": true } }, "compensation_types": [ "other", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "DE", "FL", "IA", "MA", "NJ", "NY", "PA" ], "websites": [ "https://linkedin.com/company/power-sustainable", "https://powersustainable.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325145", "city_as_filed": "MIAMI", "url": "https://advisorcensus.com/firm/power-sustainable-manager-us-inc-miami-fl-325145", "display_name": "Power Sustainable Manager US, Inc.", "summary": "Power Sustainable Manager US, Inc. is an SEC-registered investment advisory firm in Miami, FL, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Power Sustainable Manager US, Inc. (CRD 325145): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Power Sustainable Manager US, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Power Sustainable Manager US, Inc. reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Power Sustainable Manager US, Inc. located?", "a": "Power Sustainable Manager US, Inc.'s principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Power Sustainable Manager US, Inc. registered with the SEC or a state?", "a": "Power Sustainable Manager US, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325145." }, { "q": "How much does Power Sustainable Manager US, Inc. manage?", "a": "Power Sustainable Manager US, Inc. reports $1,072,634,109 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Power Sustainable Manager US, Inc.'s assets and staff changed since 2023?", "a": "In the Form ADV data for Power Sustainable Manager US, Inc.: Regulatory assets under management: $600,000,000 in the October 2023 data and $1,072,634,109 in the October 2026 data, up 79%. Total employees: 18 in October 2023 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Power Sustainable Manager US, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); insurance companies (1); corporations or other businesses not listed above (1)." }, { "q": "Which custodians does Power Sustainable Manager US, Inc. use?", "a": "Power Sustainable Manager US, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BMO Bank as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Power Sustainable Manager US, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325145" }, { "q": "What changed in Power Sustainable Manager US, Inc.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 13. Regulatory assets under management went from $715,000,000 to $1,072,634,109 (+50%). Changed its office addresses in Montreal, Quebec." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 600000000.0, "total_employees": 18, "filing_date": "2023-09-22" }, { "period": "2024-10-01", "regulatory_assets_under_management": 600000000.0, "total_employees": 18, "filing_date": "2024-05-14" }, { "period": "2025-10-01", "regulatory_assets_under_management": 715000000.0, "total_employees": 18, "filing_date": "2025-07-16" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1072634109.0, "total_employees": 31, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 10 to 13.", "Regulatory assets under management went from $715,000,000 to $1,072,634,109 (+50%).", "Changed its office addresses in Montreal, Quebec." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "BMO Bank", "name_as_filed": "BMO BANK", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/power-sustainable-manager-us-inc-miami-fl-325145.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 4, "fewer_than_5": false, "raum": 617001552.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 1, "fewer_than_5": true, "raum": 301721688.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": true, "raum": 153910869.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325145", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }