3SISTERS SUSTAINABLE MANAGEMENT, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$104,024,701
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
15
60% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$6,934,980
About
3Sisters Sustainable Management is a B‑corp certified registered investment adviser serving high‑net‑worth and individual clients, private wealth advisors, consultants, charitable organizations, and members of pooled investment vehicles. The three‑advisor firm manages roughly $104 million in discretionary assets and offers individual portfolio management as well as investment advisory and managerial services to private funds.
The firm emphasizes positive‑impact and sustainable investing across public and private asset classes, using a research process grounded in the Natural Step framework and a mix of fundamental, technical, and cyclical analysis. It develops individual investment policies for separate accounts while exercising discretionary authority within its pooled funds, employing diversified strategies that include equities, fixed income, real assets and alternative/private investments.
Notably, 3Sisters acts as manager and investment adviser to private pooled vehicles — including Scarab Funds LLC and the closed SHIP Compensation Fund — and operates multiple distinct pooled portfolios (Global All‑Cap; Global Community Impact; Enhanced‑Cash; Green Real Assets). The firm discloses performance information to fund members, manages accounts on both asset‑based and performance‑based fee arrangements (side‑by‑side management), and describes policies intended to address the attendant conflicts of interest.
Client services
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Private / alternative investments
Real estate investing
Occupation focus
Founder/Business Owner
Demographic focus
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Fee options
$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
Main office location
3SISTERS SUSTAINABLE MANAGEMENT, Inc
Hillsborough NC, United States
Number of offices
3
Most active in
3SISTERS SUSTAINABLE MANAGEMENT, Inc has reported serving >5 clients in these states in the last 12 months.
North Carolina · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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