Advisor at 3SISTERS SUSTAINABLE MANAGEMENT, Inc
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Firm
3SISTERS SUSTAINABLE MANAGEMENT, Inc
Location
Hillsborough, NC
Credentials
Series 63, Series 65
Industry experience
7 years
Angelina Bellochio is a financial advisor at 3SISTERS SUSTAINABLE MANAGEMENT, Inc with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm since 2012. Outside of her advisory role, she serves as interim CFO/controller for InfiniteWorkflow Corporation, a workflow technology provider focused on social services, supporting the company’s financial operations without compensation or ownership interest. 3SISTERS Sustainable Management is a B-corp certified registered investment adviser that offers discretionary portfolio management and advisory services to high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm emphasizes positive-impact and sustainable investing across public and private assets, managing private funds while also advising separate accounts, and incorporates alternative strategies within its investment approach.
Based on 3SISTERS SUSTAINABLE MANAGEMENT, Inc
Based on 3SISTERS SUSTAINABLE MANAGEMENT, Inc
Based on 3SISTERS SUSTAINABLE MANAGEMENT, Inc
$0 - $1 million: 1.00% annually $1 million - $5 million: 0.75% annually $5 million - $10 million: 0.50% annually $10 million+: 0.25% annually
Performance fees of 20% carry on certain Scarab Funds portfolios for new investors after September 1, 2020, with specific hurdle rates per portfolio as described
Account minimum: $100,000 for the Funds; $1 million for separate accounts (negotiable lower minimums) Fee-only: Management fees based on percentage of assets under management; fees are negotiable
Hillsborough, NC
North Carolina
3SISTERS SUSTAINABLE MANAGEMENT, Inc
2012 - Present (14 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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