Sustainable Investment Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,379,792
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$3,379,792
About
Sustainable Investment Partners provides fee-only investment management, institutional consulting, pension consulting, and project-based financial planning to endowments, foundations, non-profits, small businesses, pension and profit-sharing plans, and high-net-worth individuals. The firm also offers educational seminars and speaking engagements on financial topics for groups, delivered virtually or in person.
The firm emphasizes customized investment research for both public and private assets and constructs portfolios using a mix of passive and active strategies, with an option for a thematic impact-driven sleeve focused on access, affordability, and efficacy. As of December 31, 2025, SIP reported $0 in discretionary and $3,379,792 in non-discretionary assets under management, reflecting a practice that largely operates on a non-discretionary advisory and consulting basis.
Compared with many independent solo advisers, SIP’s combination of institutional project work (including bespoke manager selection and pension consulting), ongoing seminars, and emphasis on thematic impact investing is atypical. The firm’s small, single-advisor structure and reported single-client, non-discretionary asset base indicate a focus on tailored institutional and high-net-worth engagements rather than mass-market individual relationships.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Wealth management
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-based financial planning fees range from $2,000 to $10,000; Educational seminars fees range from $2,000 to $10,000 per seminar; Institutional project-based consultation flat fees range from $2,000 to $20,000 depending on asset size and complexity.
< $500,000 - $500,000: 1.5% $500,001 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.85% $10,000,001+: 0.75%
$500 per hour for project-based financial planning.
Fee-only: Fee-only firm, no commissions or referral fees.
Main office location
Sustainable Investment Partners LLC
Lexington MA, United States
Number of offices
1
Most active in
Sustainable Investment Partners LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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
Quick links
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