Sustainvest Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$137,419,175
Total clients
158
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
158
Average account size
$869,742
About
Sustainvest Asset Management provides investment management and related advisory services to individuals, trusts, estates, charitable organizations, foundations, corporations and other business entities. The firm offers portfolio management with an element of financial planning as well as retirement-plan advisory and periodic client reviews.
The firm employs a long-term, diversified approach centered on sustainable and responsible investing, using ESG factors, sustainability-screened mutual funds and ETFs, and individual equity and fixed-income securities to align portfolios with clients’ financial objectives and sustainability criteria. Accounts are generally managed on a discretionary basis and tailored to client-specific risk profiles and investment restrictions, with periodic reviews and reporting.
Distinctive features include Sustainvest’s explicit work with charitable organizations and foundations — a client type that is uncommon among independent advisers — and an active proxy-voting policy that incorporates social and environmental criteria (including support for human rights, environmental disclosures, and governance reforms). Sustainvest manages approximately $137 million in client assets, predominantly discretionary, and provides plan-level services such as fiduciary guidance and assistance with required minimum distributions.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.40%
Account minimum: $100,000 Fee-only: Sustainvest is compensated solely by fees paid by its clients and does not accept commissions or compensation from any other source.
Main office location
Sustainvest Asset Management, LLC
199 New Road, Central Square, 42 B
Linwood NJ 08221, United States
Number of offices
1
Most active in
California · Louisiana · New Jersey · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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