Clients
Sustainable Growth Advisers serves 224 clients, 160 of them other individuals. The average client has about $74 million with the firm, and high-net-worth clients hold 0% of its $16.7 billion in assets.
- Investment companies9 clients57%
- Pooled investment vehicles12 clients33%
- Pension and profit-sharing plans7 clients3%
- Charitable organizations2 clients3%
- OtherIndividuals, High-net-worth individuals, State or municipal government entities, Insurance companies, Sovereign wealth funds and foreign official institutions, Corporations and other businesses4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 160 | $153,458,762 | 0.9% | $959K |
| High-net-worth individuals | 10 | $39,257,951 | 0.2% | $3.93M |
| Investment companies | 9 | $9,537,049,605 | 57.2% | $1.06B |
| Pooled investment vehicles | 12 | $5,492,999,870 | 33.0% | $457.7M |
| Pension and profit-sharing plans | 7 | $497,174,896 | 3.0% | $71.0M |
| Charitable organizations | 2 | $526,939,058 | 3.2% | $263.5M |
| State or municipal government entities | 2 | $38,345,026 | 0.2% | $19.2M |
| Insurance companies | 6 | $127,730,472 | 0.8% | $21.3M |
| Sovereign wealth funds and foreign official institutions | 1 | $97,621,179 | 0.6% | $97.6M |
| Corporations and other businesses | 15 | $150,529,643 | 0.9% | $10.0M |
| Total | 224 | $16,661,106,462 | 100% | $74.4M |
- Clients
- 160
- Regulatory AUM
- $153,458,762
- Share
- 0.9%
- Avg. per client
- $959K
- Clients
- 10
- Regulatory AUM
- $39,257,951
- Share
- 0.2%
- Avg. per client
- $3.93M
- Clients
- 9
- Regulatory AUM
- $9,537,049,605
- Share
- 57.2%
- Avg. per client
- $1.06B
- Clients
- 12
- Regulatory AUM
- $5,492,999,870
- Share
- 33.0%
- Avg. per client
- $457.7M
- Clients
- 7
- Regulatory AUM
- $497,174,896
- Share
- 3.0%
- Avg. per client
- $71.0M
- Clients
- 2
- Regulatory AUM
- $526,939,058
- Share
- 3.2%
- Avg. per client
- $263.5M
- Clients
- 2
- Regulatory AUM
- $38,345,026
- Share
- 0.2%
- Avg. per client
- $19.2M
- Clients
- 6
- Regulatory AUM
- $127,730,472
- Share
- 0.8%
- Avg. per client
- $21.3M
- Clients
- 1
- Regulatory AUM
- $97,621,179
- Share
- 0.6%
- Avg. per client
- $97.6M
- Clients
- 15
- Regulatory AUM
- $150,529,643
- Share
- 0.9%
- Avg. per client
- $10.0M
Total
- Clients
- 224
- Regulatory AUM
- $16,661,106,462
- Share
- 100%
- Avg. per client
- $74.4M
What it does
Sustainable Growth Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets.
Sustainable Growth Advisers advises no private funds.
100.0% of assets ($16.66B across 66 accounts) are managed with discretion. $153.5M sits in a wrap fee program the firm both sponsors and manages. 24% of clients are outside the U.S., and 12 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks97%
- Cash3%
Custodians
Sustainable Growth Advisers’ client accounts are held mainly at J.P. Morgan, with 3% of managed assets, and The Bank of New York Mellon, with 2%. Sustainable Growth Advisers does not have custody of client assets.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $177.2M1%
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $296.0M2%
- J.P. MorganJP Morgan · New York, NY · $488.4M3%
- FidelityFidelity Management Trust Company · Boston, MA · $227.8M1%
- All other custodians$15.47B93%
Ownership and leadership
Virtus Partners, Inc. owns 75% or more of Sustainable Growth Advisers.
- Owns 75% or more of Sustainable Growth Advisers, LP
Virtus Partners, Inc.
Control person · since July 2018
- Owns 75% or more of Virtus Partners, Inc.
Virtus Investment Partners, Inc.
Control person · since November 2008
Leadership
- Peter SeuffertChief Operating Officer
- Daniel CallawayChief Compliance Officer
- Hrishikesh GuptaPrincipal & Executive Committee Member
- Alexandra LeePrincipal & Executive Committee Member
- Kishore RaoPrincipal & Executive Committee Member
Staff
- 33 employees
- 18 in advisory functions
- 4 soliciting firms
Reported holdings
Sustainable Growth Advisers’ reported 13F holdings total $10.19B across 47 positions, and the ten largest make up 54.0% of it.
- $10.19B
- Reported 13F value
- 47
- Positions
- 54.0%
- In the 10 largest
- −4.1%
- Value vs. prior quarter
- Nvidia Corp.9.3%
- Alphabet Inc. CL C7.4%
- Microsoft Corp..5.5%
- Amazon.com Inc.5.3%
- Apple Inc.5.0%
- Visa Inc.4.9%
- Broadcom Inc.4.7%
- Waste Management Inc.4.5%
- Yum! Brands Inc.3.9%
- Equinix Inc.3.5%
Together, the ten largest are 54.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $10.19B is not its $16.66B in regulatory assets and does not represent any individual client's portfolio.
Fees
Sustainable Growth Advisers is paid through a percentage of assets under management.
Sustainable Growth Advisers’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Sustainable Growth Advisers has 2 offices, with 1 listed address in 1 state.
Connecticut · 1 listed address
- 301 Tresser Boulevard, Suite 1310, StamfordHQ
Registration details
- Legal name
- Sustainable Growth Advisers, LP
- Headquarters
- 301 Tresser Boulevard, Suite 1310, Stamford, CT 06901
- Phone
- 203-348-4742
- Website
- Not reported
- SEC file
- 801-62151
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Sustainable Growth Advisers have?
Sustainable Growth Advisers has 224 clients and manages $16.7 billion for them, as of March 2026. They include 160 other individuals, 15 corporations and other businesses and 12 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Sustainable Growth Advisers offer?
Sustainable Growth Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Sustainable Growth Advisers use?
Sustainable Growth Advisers’ separately managed account assets are held at JP Morgan (New York, NY), with $488,406,292, The Bank of New York Mellon (New York, NY), with $296,039,219, Fidelity Management Trust Company (Boston, MA), with $227,828,915 and The Northern Trust Company (Chicago, IL), with $177,166,837. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Sustainable Growth Advisers have?
Sustainable Growth Advisers has 0 investment adviser representatives registered with state securities authorities, out of 33 employees, and 18 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sustainable Growth Advisers invest in?
At the end of its last fiscal year, Sustainable Growth Advisers’ separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sustainable Growth Advisers?
Sustainable Growth Advisers is owned through a holding company by Virtus Investment Partners, Inc. Its direct owner is Virtus Partners, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Sustainable Growth Advisers get paid?
Sustainable Growth Advisers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file