SUSTAINVEST ASSET MANAGEMENT, LLC

SUSTAINVEST ASSET MANAGEMENT, LLC of LINWOOD, NJ is an SEC-registered investment adviser (CRD 166685). Regulatory assets under management: $137.4M.

Registration

• CRD: 166685
• SEC file number: 801-132906
• Type: Registered investment adviser
• Location: 199 NEW ROAD, CENTRAL SQUARE, 42B, LINWOOD, NJ, 08221
• Phone: 609-904-6028
• Latest filing: 2026-03-26
• Regulatory AUM: $137.4M
• Discretionary AUM: $136.8M
• Non-discretionary AUM: $660K
• Clients: 1
• Accounts: 360

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search