{
  "crd_number": 127447,
  "slug": "sustainable-growth-advisers-lp-stamford-ct-127447",
  "primary_business_name": "SUSTAINABLE GROWTH ADVISERS, LP",
  "legal_name": "SUSTAINABLE GROWTH ADVISERS, LP",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-06-18",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 16661106462.0,
  "raum_discretionary": 16661106462.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 33,
  "advisory_employees": 18,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 526939058.0,
      "count": 2
    },
    "individuals": {
      "raum": 153458762.0,
      "count": 160
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": 38345026.0,
      "count": 2
    },
    "insurance_companies": {
      "raum": 127730472.0,
      "count": 6
    },
    "investment_companies": {
      "raum": 9537049605.0,
      "count": 9
    },
    "pension_profit_sharing": {
      "raum": 497174896.0,
      "count": 7
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 39257951.0,
      "count": 10
    },
    "pooled_investment_vehicles": {
      "raum": 5492999870.0,
      "count": 12
    },
    "corporations_other_businesses": {
      "raum": 150529643.0,
      "count": 15
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 97621179.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/SUSTAINABLE-GROWTH-ADVISERS-LP",
    "https://sgadvisers.com",
    "https://virtus.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127447",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/sustainable-growth-advisers-lp-stamford-ct-127447",
  "display_name": "Sustainable Growth Advisers, LP",
  "summary": "Sustainable Growth Advisers, LP is an SEC-registered investment advisory firm in Stamford, CT, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Sustainable Growth Advisers, LP (CRD 127447): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "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 Sustainable Growth Advisers, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sustainable Growth Advisers, LP reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Sustainable Growth Advisers, LP located?",
      "a": "Sustainable Growth Advisers, LP's principal office is in Stamford, CT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sustainable Growth Advisers, LP registered with the SEC or a state?",
      "a": "Sustainable Growth Advisers, LP is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127447."
    },
    {
      "q": "How much does Sustainable Growth Advisers, LP manage?",
      "a": "Sustainable Growth Advisers, LP reports $16,661,106,462 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sustainable Growth Advisers, LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sustainable Growth Advisers, LP: Regulatory assets under management: $18,779,753,236 in the October 2021 data and $16,661,106,462 in the October 2026 data, down 11%. Total employees: 30 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sustainable Growth Advisers, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); corporations or other businesses not listed above (15); pooled investment vehicles (other than investment companies and business development companies) (12)."
    },
    {
      "q": "Which custodians does Sustainable Growth Advisers, LP use?",
      "a": "Sustainable Growth Advisers, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Fidelity Management Trust Company, JP Morgan and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sustainable Growth Advisers, LP 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/127447"
    },
    {
      "q": "What changed in Sustainable Growth Advisers, LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 17 to 18. Regulatory assets under management went from $22,135,047,616 to $16,661,106,462 (-25%). Changed its office addresses in London."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 18779753236.0,
      "total_employees": 30,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 22898554830.0,
      "total_employees": 32,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 18406566811.0,
      "total_employees": 34,
      "filing_date": "2023-07-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 23947382353.0,
      "total_employees": 33,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 22135047616.0,
      "total_employees": 34,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 16661106462.0,
      "total_employees": 33,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 17 to 18.",
        "Regulatory assets under management went from $22,135,047,616 to $16,661,106,462 (-25%).",
        "Changed its office addresses in London."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Fidelity Management Trust Company",
      "name_as_filed": "FIDELITY MANAGEMENT TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "JP Morgan",
      "name_as_filed": "JP MORGAN",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "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/sustainable-growth-advisers-lp-stamford-ct-127447.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 160,
      "fewer_than_5": false,
      "raum": 153458762.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 39257951.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 9,
      "fewer_than_5": false,
      "raum": 9537049605.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 5492999870.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 497174896.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 526939058.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 38345026.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 127730472.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": false,
      "raum": 97621179.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 150529643.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/127447",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}