Sustainable Investment Solutions provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Sustainable Investment Solutions reports 174 clients. They include 109 individual clients and 65 high-net-worth individuals. Of its assets, 100.0% ($153M across 174 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 25% |
| High-net-worth individuals | 37% | 75% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 109 | $38.5M | 25.2% | $353K |
| High-net-worth individuals | 65 | $114M | 74.8% | $1.76M |
| Total | 174 | $153M | 100% | $879K |
- Clients
- 109
- Regulatory AUM
- $38.5M
- AUM share
- 25.2%
- Avg. per client
- $353K
- Clients
- 65
- Regulatory AUM
- $114M
- AUM share
- 74.8%
- Avg. per client
- $1.76M
Total
- Clients
- 174
- Regulatory AUM
- $153M
- AUM share
- 100%
- Avg. per client
- $879K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Sustainable Investment Solutions charges 0.75%–1.00% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is offered as a flat fee of up to $10,000 or at $300 per hour, and is provided at no additional cost to existing clients whose assets are actively managed by the advisor.
Alexander E Burke Family Trust owns 75% or more of Sustainable Investment Solutions. The leadership team of Sustainable Investment Solutions includes Chief Compliance Officer Alexander Burke. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Sustainable Investment Solutions, LLC
Alexander E Burke Family Trust
Control person · since July 2023
Alexander Burke
Trustee · Control person · since July 2023
Sustainable Investment Solutions’ regulatory assets grew from $113M (March 2021) to $153M (March 2026); clients rose from 148 to 174 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $153M | 174 | 1 | 1 |
| Mar 2025March 2025 | $136M | 158 | 1 | 1 |
| Mar 2024March 2024 | $126M | 154 | 1 | 1 |
| Mar 2023March 2023 | $112M | 155 | 1 | 1 |
| Mar 2022March 2022 | $131M | 151 | 1 | 1 |
| Mar 2021March 2021 | $113M | 148 | 1 | 1 |
Besides its headquarters, Sustainable Investment Solutions has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 990 Washington St, Suite 317, DedhamHQ
Contact and registration details
- Legal name
- Sustainable Investment Solutions, LLC
- Headquarters
- 990 Washington St, Suite 317, Dedham, MA 02026
- Phone
- 781-251-0505
- SEC file
- 801-120911
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Sustainable Investment Solutions’ named custodian for separately managed accounts is Charles Schwab ($133M). Sustainable Investment Solutions has custody of $42.3M for 96 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $133M100%
At year end, Sustainable Investment Solutions’ separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks6%
- Funds89%
- Cash5%
How many clients does Sustainable Investment Solutions have?
Sustainable Investment Solutions has 174 clients and manages $153 million for them, as of March 2026. They include 109 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Sustainable Investment Solutions offer?
Sustainable Investment Solutions provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sustainable Investment Solutions charge?
Sustainable Investment Solutions charges 0.75%–1.00% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Which custodians does Sustainable Investment Solutions use?
Sustainable Investment Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $133M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Sustainable Investment Solutions have?
Sustainable Investment Solutions has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Investment Solutions invest in?
At the end of its last fiscal year, Sustainable Investment Solutions’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Sustainable Investment Solutions have a minimum investment?
Yes, Sustainable Investment Solutions’ minimum account size for its Investment Management is $500K.
Who owns Sustainable Investment Solutions?
Sustainable Investment Solutions’ direct owner is Alexander E Burke Family Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Sustainable Investment Solutions get paid?
Sustainable Investment Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Sustainable Investment Solutions?
Sustainable Investment Solutions’ main office is at 990 Washington St, Suite 317, Dedham, MA 02026. Its phone number is 781-251-0505. Its website is sustainableinvestmentsolutions.net.