SUSTAINABLE GROWTH ADVISERS, LP

301 Tresser Boulevard
Suite 1310
Stamford, Connecticut 06901
Tel: 203-348-4742

About SUSTAINABLE GROWTH ADVISERS, LP

SUSTAINABLE GROWTH ADVISERS, LP, formally registered with the SEC as SUSTAINABLE GROWTH ADVISERS, LP. The firm was established in 06/18/2003. They have over 3 offices throughout the country.

SUSTAINABLE GROWTH ADVISERS, LP is a Stamford, Connecticut based Financial Planning firm with nearly $23,947,382,353 assets under management, offering retirement planning & investment advisory services to 87 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127447
SEC#	801-62151
Assets Managed by Firm	$23,947,382,353
No. of Clients	87
No. of Advisors	33

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	87	$23,947,382,353
Individuals (other than high net worth individuals)	248	$234,196,027
High net worth individuals	12	$37,665,579
Pension and profit sharing plans	18	$1,499,639,965
Charitable organizations	5	$756,932,956
Corporations or other businesses	11	$124,476,578

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