# Sustainable Growth Advisers, LP

> 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.

- CRD: 127447
- Filed as: SUSTAINABLE GROWTH ADVISERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127447
- AdvisorCensus page: https://advisorcensus.com/firm/sustainable-growth-advisers-lp-stamford-ct-127447

## Quick answers

**How is Sustainable Growth Advisers, LP compensated?**
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.

**Where is Sustainable Growth Advisers, LP located?**
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).

**Is Sustainable Growth Advisers, LP registered with the SEC or a state?**
Sustainable Growth Advisers, LP is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127447.

**How much does Sustainable Growth Advisers, LP manage?**
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).

**How have Sustainable Growth Advisers, LP's assets and staff changed since 2021?**
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.

**What types of clients does Sustainable Growth Advisers, LP serve?**
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).

**Which custodians does Sustainable Growth Advisers, LP use?**
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.

**Does Sustainable Growth Advisers, LP report any disciplinary disclosures?**
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

**What changed in Sustainable Growth Advisers, LP's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Fidelity Management Trust Company
- JP Morgan
- The Northern Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $16,661,106,462
- Discretionary: $16,661,106,462
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $153,458,762 |
| High net worth individuals | 10 | $39,257,951 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 9 | $9,537,049,605 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $5,492,999,870 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $497,174,896 |
| Charitable organizations | 2 | $526,939,058 |
| State or municipal government entities (including government pension plans) | 2 | $38,345,026 |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 6 | $127,730,472 |
| Sovereign wealth funds and foreign official institutions | 1 | $97,621,179 |
| Corporations or other businesses not listed above | 15 | $150,529,643 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 33 total, 18 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London
- Sydney

### Websites listed on Form ADV (Item 1.I)
- sgadvisers.com
- virtus.com
- LinkedIn @SUSTAINABLE-GROWTH-ADVISERS-LP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $18,779,753,236 | 30 | March 30, 2021 |
| October 2022 | $22,898,554,830 | 32 | March 31, 2022 |
| October 2023 | $18,406,566,811 | 34 | July 25, 2023 |
| October 2024 | $23,947,382,353 | 33 | July 24, 2024 |
| October 2025 | $22,135,047,616 | 34 | July 24, 2025 |
| October 2026 | $16,661,106,462 | 33 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sustainable Growth Advisers, LP (CRD 127447): Form ADV filing data as of October 2026.